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Schwab Strategic Tr us dividend eq shares owned by Woodside Wealth Management

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

Historical chart of Woodside Wealth Management 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 Woodside Wealth Management 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 Woodside Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $3.0M 109k 27.43
2025-09-30 $3.0M 109k 27.30
2025-06-30 $2.9M 109k 26.50
2025-03-31 $3.0M 107k 27.96

More positions owned by Woodside Wealth Management

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr Ser Tr Portfolio Short (SPSB)
Vanguard Index Fds Growth Etf (VUG)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF)
Alphabet Cap Stk Cl C (GOOG)
Alphabet Cap Stk Cl A (GOOGL)
Vanguard Index Fds Total Stk Mkt (VTI)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Ishares Tr Msci Usa Min Vol (USMV)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Bd Index Fds Short Trm Bond (BSV)

View all positions for Woodside Wealth Management

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