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Schwab Strategic Tr us dividend eq shares owned by Strategic Wealth Management Group

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

Historical chart of Strategic Wealth Management Group 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 Strategic Wealth Management Group 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 Strategic Wealth Management Group

Quarter filed Position value Share count Share price at filing
2021-06-30 $61M 801k 75.62
2021-03-31 $61M 832k 72.92
2020-12-31 $51M 797k 64.14
2020-09-30 $44M 795k 55.30
2020-06-30 $44M 842k 51.75
2020-03-31 $36M 802k 44.98
2019-12-31 $36M 618k 57.92
2019-09-30 $32M 587k 54.78
2019-06-30 $28M 525k 53.07
2019-03-31 $26M 491k 52.28
2018-12-31 $22M 468k 46.97