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Schwab Strategic Tr us dividend eq shares owned by Zhang Financial

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

Historical chart of Zhang Financial 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 Zhang Financial 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 Zhang Financial

Quarter filed Position value Share count Share price at filing
2025-12-31 $883k 32k 27.43
2025-09-30 $1.5M 56k 27.30
2025-06-30 $1.5M 56k 26.50
2025-03-31 $2.0M 72k 27.96
2024-12-31 $2.0M 75k 27.32

More positions owned by Zhang Financial

Vanguard S&p S&p 500 Etf Shs (VOO)
Vanguard Index Fds Total Stk Mkt (VTI)
Dimensional Us Us Equity Etf (DFUS)
Ishares Core Core S&p Ttl Stk (ITOT)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Dimensional Us Us Core Equity 2 (DFAC)
Vanguard Intermediate Intermed Term (BIV)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Apple (AAPL)
Vanguard Total Total Bnd Mrkt (BND)
Vanguard Small Sm Cp Val Etf (VBR)
Ishares Core Core Us Aggbd Et (AGG)
Vanguard High High Div Yld (VYM)
Bny Mellon Us Lrg Cp Core (BKLC)

View all positions for Zhang Financial

Top funds holding Schwab Strategic Tr us dividend eq

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View all funds holding Schwab Strategic Tr us dividend eq