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Schwab Strategic Tr us dividend eq shares owned by Westfuller Advisors

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

Historical chart of Westfuller 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 Westfuller 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 Westfuller Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $132k 4.8k 27.43
2025-09-30 $130k 4.8k 27.30

More positions owned by Westfuller Advisors

Ishares Tr 0-3 Mnth Treasry (SGOV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Nushares Etf Tr Nuveen Esg Us (NUBD)
Amazon (AMZN)
Ishares Tr Us Treas Bd Etf (GOVT)
Vanguard World Esg Intl Stk Etf (VSGX)
Vanguard World Esg Us Stk Etf (ESGV)
Ishares Tr Core Msci Eafe (IEFA)
Spdr Gold Tr Gold Shs (GLD)
Ishares Tr Esg Awr Us Agrgt (EAGG)
Ishares Tr Calif Mun Bd Etf (CMF)
Ishares Tr Core Us Aggbd Et (AGG)
Tidal Trust Iii Impact Shares Wo (WOMN)

View all positions for Westfuller Advisors

Top funds holding Schwab Strategic Tr us dividend eq

Rakuten Investment Management
Cetera Investment Advisers
LPL Financial
Sumitomo Life Insurance
Envestnet Asset Management
Raymond James Financial
UBS Group
Northwestern Mutual Wealth Management Company
Sontag Advisory
Wealthfront Advisers
Wells Fargo & Company
Honkamp Krueger Financial Services
Commonwealth Equity Services
Cassaday & Co Wealth Management
Advisor Group Holdings

View all funds holding Schwab Strategic Tr us dividend eq