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Schwab Strategic Tr us dividend eq shares owned by Wealth Advisors of Iowa

Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by Wealth Advisors of Iowa from 13F filings

Historical chart of Wealth Advisors of Iowa investment in Schwab Strategic Tr us dividend eq

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr us dividend eq held by Wealth Advisors of Iowa consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Strategic Tr us dividend eq by Wealth Advisors of Iowa

Quarter filed Position value Share count Share price at filing
2026-06-30 $201k 6.3k 31.71

More positions owned by Wealth Advisors of Iowa

J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)
Spdr Index Shs Fds St Str Po Ex Etf (SPDW)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Spdr Series Trust St Str P500etf (SPYM)
Spdr Series Trust St Str P500val (SPYV)
Ishares Tr 0-3 Mth Treasury (SGOV)
Ishares Tr Msci Usa Min Etf (USMV)
Spdr Series Trust ST STR P500GRW (SPYG)
Select Sector Spdr Tr St Str Util Etf (XLU)
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)
Select Sector Spdr Tr St Str Energ Etf (XLE)
Spdr Series Trust St Str Blo 1 Etf (BIL)
Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
Pimco Etf Tr Enhncd Lw Dur Ac (LDUR)

View all positions for Wealth Advisors of Iowa

Top funds holding Schwab Strategic Tr us dividend eq

Sumitomo Life Insurance
Rakuten Investment Management
Bank of America Corporation
LPL Financial
Morgan Stanley
Cetera Investment Advisers
Raymond James Financial
Envestnet Asset Management
UBS Group
Sontag Advisory
Northwestern Mutual Wealth Management Company
Wealthfront Advisers
Royal Bank of Canada
Advisor Group Holdings
Virginia Estate & Retirement Planning Advisors

View all funds holding Schwab Strategic Tr us dividend eq