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Schwab Strategic Tr us dividend eq shares owned by Alley Investment Management Company

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

Historical chart of Alley Investment Management Company 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 Alley Investment Management Company 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 Alley Investment Management Company

Quarter filed Position value Share count Share price at filing
2024-03-31 $402k 5.0k 80.63
2023-12-31 $380k 5.0k 76.13
2023-09-30 $381k 5.4k 70.76
2023-06-30 $386k 5.3k 72.62
2023-03-31 $385k 5.3k 73.16
2022-12-31 $419k 5.5k 75.55
2022-09-30 $374k 5.6k 66.44
2022-06-30 $401k 5.6k 71.58
2022-03-31 $453k 5.7k 78.82