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Schwab Strategic Tr us dividend eq shares owned by Wit

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

Historical chart of Wit 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 Wit 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 Wit

Quarter filed Position value Share count Share price at filing
2025-09-30 $22M 787k 27.30
2025-06-30 $21M 787k 26.50

More positions owned by Wit

Vanguard Intl Equity Index Fund Ftse Emr Mkt Etf (VWO)
Ishares Core Msci Emkt (IEMG)
Ishares Tr 3 7 Yr Treas Bd (IEI)
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA)
Ishares Esg Awr Msci Em (ESGE)
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)
Vanguard Bd Index Fds Short Term Bond (BSV)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Bd Index Fds Intermed Term (BIV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Ishares Tr Msci Eafe Etf (EFA)
Ishares Tr Shrt Nat Mun Etf (SUB)
Ishares Tr Msci Emg Mkt Etf (EEM)
Schwab Strategic Tr Us Dividend Eq (SCHD)

View all positions for Wit

Top funds holding Schwab Strategic Tr us dividend eq

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

View all funds holding Schwab Strategic Tr us dividend eq