Schwab Strategic Tr us dividend eq shares owned by Strategic Advisors
Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by Strategic Advisors
from 13F filings
Historical chart of Strategic Advisors investment in Schwab Strategic Tr us dividend eq
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Quarterly reported holdings in Schwab Strategic Tr us dividend eq by Strategic Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $784k | 9.7k | 80.63 |
| 2023-12-31 | $740k | 9.7k | 76.13 |
| 2023-09-30 | $1.1M | 16k | 70.76 |
| 2023-06-30 | $1.1M | 16k | 72.62 |
| 2023-03-31 | $250k | 3.4k | 73.17 |
| 2022-12-31 | $281k | 3.7k | 75.54 |
| 2022-09-30 | $260k | 3.9k | 66.26 |
| 2022-06-30 | $304k | 4.3k | 71.43 |
| 2022-03-31 | $335k | 4.3k | 78.75 |
| 2021-12-31 | $247k | 3.1k | 80.69 |
| 2021-09-30 | $227k | 3.1k | 74.11 |
| 2021-06-30 | $231k | 3.1k | 75.49 |
| 2021-03-31 | $211k | 2.9k | 72.91 |
| 2020-03-31 | $395k | 8.2k | 48.26 |
| 2019-12-31 | $835k | 14k | 57.91 |
| 2019-09-30 | $441k | 8.1k | 54.78 |
| 2019-06-30 | $399k | 7.5k | 52.94 |
| 2019-03-31 | $400k | 7.6k | 52.32 |
| 2018-12-31 | $413k | 8.8k | 46.93 |
| 2018-09-30 | $486k | 9.2k | 52.99 |
| 2018-06-30 | $450k | 9.1k | 49.30 |
| 2018-03-31 | $607k | 12k | 49.06 |
| 2017-12-31 | $626k | 12k | 51.15 |
| 2017-09-30 | $548k | 12k | 46.79 |
| 2017-06-30 | $549k | 12k | 45.07 |
| 2017-03-31 | $662k | 15k | 44.61 |
| 2016-12-31 | $1.2M | 27k | 43.58 |
| 2016-09-30 | $2.7M | 65k | 42.31 |
| 2016-06-30 | $2.5M | 60k | 41.44 |
| 2016-03-31 | $3.3M | 83k | 40.09 |
| 2015-12-31 | $3.2M | 82k | 38.56 |
| 2015-09-30 | $3.0M | 85k | 35.95 |
| 2015-06-30 | $6.1M | 158k | 38.29 |
| 2015-03-31 | $4.7M | 122k | 38.27 |
| 2014-12-31 | $5.9M | 148k | 39.85 |
| 2014-09-30 | $4.6M | 119k | 38.56 |
| 2014-06-30 | $4.7M | 122k | 38.27 |
| 2014-03-31 | $4.0M | 109k | 36.85 |
| 2013-12-31 | $3.3M | 90k | 36.66 |
| 2013-09-30 | $2.3M | 69k | 33.66 |
| 2013-06-30 | $1.8M | 53k | 32.89 |
| 2013-03-31 | $1.3M | 42k | 31.79 |
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