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Schwab Strategic Tr us dividend eq shares owned by Wolfstich Capital

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

Historical chart of Wolfstich Capital 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 Wolfstich Capital 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 Wolfstich Capital

Quarter filed Position value Share count Share price at filing
2025-03-31 $718k 26k 27.96
2024-12-31 $702k 26k 27.32

More positions owned by Wolfstich Capital

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust World Ex Us Core (DFAX)
Dimensional Etf Trust Short Duration F (DFSD)
Dimensional Etf Trust Us Sustainabilty (DFSU)
Ishares Tr Ibonds 27 Etf (IBDS)
Ishares Tr Ibonds Dec2026 (IBDR)
Ishares Tr Ibonds 25 Trm Ts (IBTF)
Ishares Tr Ibds Dec28 Etf (IBDT)
Dimensional Etf Trust Us High Profitab (DUHP)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Dimensional Etf Trust Ultrashort Fixed (DUSB)
International Business Machines (IBM)
Schwab Strategic Tr Internl Divid (SCHY)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Vanguard Index Fds Total Stk Mkt (VTI)

View all positions for Wolfstich Capital

Top funds holding Schwab Strategic Tr us dividend eq

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

View all funds holding Schwab Strategic Tr us dividend eq