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CIK 0001776551 • 6 13F filings • Apr 30, 2025 – Aug 7, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | $68.5M | 100.0%Prev: 100.0% | 2,498,231 SH | Increased+480,472 SH |
| 13F-HR |
| 0001776551-26-000004 |
| $62.2M |
| View |
| Jul 25, 2025 | Q2 2025 | 13F-HR | 0001085146-25-004167 | $94.9M | View |
| May 11, 2026 | Q1 2026 | 13F-HR | 0001776551-26-000003 | $63.3M | View |
| Apr 30, 2025 | Q1 2025 | 13F-HR | 0001085146-25-002479 | $80.7M | View |