Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Wellington-altus Usa »

Schwab Strategic Tr us dividend eq shares owned by Wellington-altus Usa

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

Historical chart of Wellington-altus Usa 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 Wellington-altus Usa consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download consolidated filings csv

Download as Excel

Download consolidated filings xlsx

Quarterly reported holdings in Schwab Strategic Tr us dividend eq by Wellington-altus Usa

Quarter filed	Position value	Share count	Share price at filing
2026-06-30	$150k	4.9k	30.68
2026-03-31	$174k	5.5k	31.71
2025-12-31	$127k	4.6k	27.43

More positions owned by Wellington-altus Usa

Vanguard Index Funds Vanguard Total Stock Market (VTI)

Ishares Trust Ishares Currency Hedged (HEFA)

Ishares Trust Ishares 1 3 Year Treasury (SHY)

Ishares Core U S Aggregate Bd Etf (AGG)

Pimco Active Bond Exchange Traded Fund (BOND)

Apple Common Stock (AAPL)

Blackrock Etf Trust Ii Ishares Flexible Income Active (BINC)

Nvidia Corp Common Stock (NVDA)

Invesco Qqq Tr Unit Ser 1 (QQQ)

Spdr Series Trust State Street Spdr Portfolio (SPAB)

Microsoft Corp Common Stock (MSFT)

Banque Royale Du Canada Common Stock (RY)

Ishares Tr Core Msci Eafe Etf (IEFA)

Jpmorgan Chase & Co Common Stock (JPM)

Amazon.com Common Stock (AMZN)

View all positions for Wellington-altus Usa

Top funds holding Schwab Strategic Tr us dividend eq

Sumitomo Life Insurance

Rakuten Investment Management

Bank of America Corporation

Cetera Investment Advisers

Raymond James Financial

Envestnet Asset Management

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

© 2026 stockzoa - Track 13F-HR Filings for Hedge Funds and Value Investors.

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z