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Schwab Strategic Tr us dividend eq shares owned by Williams & Novak

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

Historical chart of Williams & Novak 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 Williams & Novak 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 Williams & Novak

Quarter filed Position value Share count Share price at filing
2026-09-30 $235k 7.2k 32.53

More positions owned by Williams & Novak

Space Exploration Techn Corp Class A Com Stk (SPCX)
Pimco Equity Ser Rafi Dyn Ml Us (MFUS)
Fidelity Covington Trust Enhanced Large (FELC)
Pimco Etf Tr Multisector Bd (PYLD)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Pimco Equity Ser Rafi Dyn Emerg (MFEM)
Ishares Tr International Sl (ISCF)
salesforce (CRM)
Apple (AAPL)
Sypris Solutions (SYPR)
Pimco Equity Ser Rafi Dyn Multi (MFDX)
Pimco CA Municipal Income Fund (PCQ)
Pimco Municipal Income Fund II (PML)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Invesco Exchange Traded Fd T S&p Smcp Vlu Mnt (XSVM)

View all positions for Williams & Novak

Top funds holding Schwab Strategic Tr us dividend eq

Sumitomo Life Insurance
Rakuten Investment Management
Bank of America Corporation
LPL Financial
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
Wells Fargo & Company

View all funds holding Schwab Strategic Tr us dividend eq