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Schwab Strategic Tr us dividend eq shares owned by Wealth Management Associates

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

Historical chart of Wealth Management Associates 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 Management Associates 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 Management Associates

Quarter filed Position value Share count Share price at filing
2026-03-31 $235k 7.6k 30.68

More positions owned by Wealth Management Associates

Apple (AAPL)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Select Divid Etf (DVY)
Vanguard Index Fds Total Stk Mkt (VTI)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Palantir Technologies Cl A (PLTR)
Spdr Gold Tr Gold Shs (GLD)
Vanguard Whitehall Fds High Div Yld (VYM)
Ishares Tr Intl Sel Div Etf (IDV)
Ishares Tr Core S&p Ttl Stk (ITOT)
First Tr Exchange Traded Nasd Tech Div (TDIV)
Kinder Morgan (KMI)
Alphabet Cap Stk Cl A (GOOGL)

View all positions for Wealth Management Associates

Top funds holding Schwab Strategic Tr us dividend eq

Rakuten Investment Management
Sumitomo Life Insurance
LPL Financial
Bank of America Corporation
Morgan Stanley
Cetera Investment Advisers
Envestnet Asset Management
Raymond James Financial
UBS Group
Northwestern Mutual Wealth Management Company
Sontag Advisory
Wealthfront Advisers
Cassaday & Co Wealth Management
Commonwealth Equity Services
Wells Fargo & Company

View all funds holding Schwab Strategic Tr us dividend eq