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Schwab Strategic Tr us dividend eq shares owned by Wealthstar Advisors

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

Historical chart of Wealthstar Advisors 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 Wealthstar Advisors 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 Wealthstar Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $453k 17k 27.30
2025-06-30 $423k 16k 26.50
2025-03-31 $447k 16k 27.96
2024-12-31 $437k 16k 27.32

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Top funds holding Schwab Strategic Tr us dividend eq

Rakuten Investment Management
LPL Financial
Cetera Investment Advisers
Sumitomo Life Insurance
H D Vest Advisory Services
Sontag Advisory
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Envestnet Asset Management
Raymond James Financial
Northwestern Mutual Wealth Management Company
UBS Group
Wealthfront Advisers
Commonwealth Equity Services
Advisor Group Holdings
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View all funds holding Schwab Strategic Tr us dividend eq