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Schwab Strategic Tr us dividend eq shares owned by Woodward Diversified Capital

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

Historical chart of Woodward Diversified 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 Woodward Diversified 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 Woodward Diversified Capital

Quarter filed Position value Share count Share price at filing
2025-09-30 $272k 10k 27.30
2025-06-30 $289k 11k 26.50
2025-03-31 $319k 11k 27.96
2022-03-31 $218k 2.8k 78.90

More positions owned by Woodward Diversified Capital

Reliance Steel & Aluminum (RS)
Apple (AAPL)
Genelux Corporation (GNLX)
Chevron Corporation (CVX)
NVIDIA Corporation (NVDA)
Exxon Mobil Corporation (XOM)
Wells Fargo & Company (WFC)
Microsoft Corporation (MSFT)
Amazon (AMZN)
JPMorgan Chase & Co. (JPM)
Meta Platforms Cl A (META)
Alphabet Cap Stk Cl A (GOOGL)
Johnson & Johnson (JNJ)
Broadcom (AVGO)
Crowdstrike Hldgs Cl A (CRWD)

View all positions for Woodward Diversified Capital

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