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

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

Historical chart of Advisors 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 Advisors 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 Advisors Management Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.5M 30k 80.63
2023-12-31 $2.3M 30k 76.13
2023-09-30 $2.1M 29k 70.76
2023-06-30 $2.1M 29k 72.63
2023-03-31 $1.7M 23k 73.14
2022-12-31 $1.7M 23k 75.56
2022-09-30 $1.4M 21k 66.42
2022-06-30 $1.3M 18k 71.64
2022-03-31 $1.4M 17k 78.88
2021-12-31 $1.2M 15k 80.86
2021-09-30 $1.1M 15k 74.22
2021-06-30 $1.1M 14k 75.63
2021-03-31 $853k 12k 72.92