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CWS Financial Advisors »

Schwab Strategic Tr us dividend eq shares owned by CWS Financial Advisors

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

Historical chart of CWS Financial Advisors 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 CWS Financial Advisors 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 CWS Financial Advisors

Quarter filed	Position value	Share count	Share price at filing
2024-03-31	$1.6M	20k	80.63
2023-12-31	$1.4M	19k	76.13
2023-09-30	$1.3M	19k	70.76
2023-06-30	$990k	14k	72.62
2023-03-31	$825k	11k	73.16
2022-06-30	$208k	2.9k	71.58

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View all positions for CWS Financial Advisors

Top funds holding Schwab Strategic Tr us dividend eq

Charles Schwab Investment Advisory

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Bank of America Corporation

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Sumitomo Life Insurance

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Raymond James Financial Services Advisors

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View all funds holding Schwab Strategic Tr us dividend eq

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