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Schwab Strategic Tr us dividend eq shares owned by Alpha Cubed Investments

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

Historical chart of Alpha Cubed Investments 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 Alpha Cubed Investments 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 Alpha Cubed Investments

Quarter filed Position value Share count Share price at filing
2024-03-31 $4.3M 53k 80.63
2023-12-31 $4.4M 58k 76.13
2023-09-30 $3.9M 56k 70.76
2023-06-30 $3.9M 53k 72.62
2023-03-31 $5.0M 69k 73.16
2022-12-31 $4.9M 65k 75.54
2022-09-30 $3.8M 58k 66.43
2022-06-30 $3.8M 53k 71.64
2022-03-31 $2.5M 32k 78.90
2021-12-31 $254k 3.1k 80.81
2016-06-30 $2.0M 48k 41.44