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XY Planning Network »

Schwab Strategic Tr us dividend eq shares owned by XY Planning Network

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

Historical chart of XY Planning Network 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 XY Planning Network 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 XY Planning Network

Quarter filed	Position value	Share count	Share price at filing
2025-09-30	$1.3M	50k	26.50
2025-06-30	$1.3M	50k	26.50
2025-03-31	$1.2M	41k	27.96
2024-12-31	$1.5M	57k	27.32

More positions owned by XY Planning Network

Vanguard Index Fds Total Stk Mkt (VTI)

Dimensional Etf Trust Us Core Equity 2 (DFAC)

Vanguard Scottsdale Fds Int-term Corp (VCIT)

Dimensional Etf Trust Core Fixed Incom (DFCF)

Ishares Tr Core S&p500 Etf (IVV)

Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)

Spdr S&p 500 Etf Tr Tr Unit (SPY)

Pimco Etf Tr Inter Mun Bd Act (MUNI)

Vanguard Index Fds S&p 500 Etf Shs (VOO)

Dimensional Etf Trust Intl Core Equity (DFIC)

Vanguard Index Fds Growth Etf (VUG)

Dimensional Etf Trust Global Real Est (DFGR)

Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)

American Centy Etf Tr Intl Smcp Vlu (AVDV)

Dimensional Etf Trust Us Equity Market (DFUS)

View all positions for XY Planning Network

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