Wood Tarver Financial Group »

Schwab Strategic Tr us dividend eq shares owned by Wood Tarver Financial Group

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

Historical chart of Wood Tarver Financial Group 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 Wood Tarver Financial Group consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Schwab Strategic Tr us dividend eq by Wood Tarver Financial Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $858k 32k 27.27
2025-06-30 $857k 32k 26.49
2025-03-31 $985k 35k 27.96
2024-12-31 $1.1M 39k 27.30

More positions owned by Wood Tarver Financial Group

Vanguard Index Fds Total Stk Mkt (VTI)
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Ishares Tr Msci Usa Qlt Fct (QUAL)
First Tr Exchng Traded Fd Vi Ft Vest Uq Eqt (DOCT)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Ishares Tr MRGSTR MD CP GRW (IMCG)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DMAR)
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GMAR)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GMAY)
Capital Grp Fixed Incm Etf T Short Duration (CGSD)

View all positions for Wood Tarver Financial Group

Top funds holding Schwab Strategic Tr us dividend eq

Rakuten Investment Management
LPL Financial
Cetera Investment Advisers
Sumitomo Life Insurance
H D Vest Advisory Services
Sontag Advisory
Morgan Stanley
Envestnet Asset Management
Raymond James Financial
Northwestern Mutual Wealth Management Company
UBS Group
Wealthfront Advisers
Commonwealth Equity Services
Advisor Group Holdings
Wealth Enhancement Advisory Services

View all funds holding Schwab Strategic Tr us dividend eq