Schwab Strategic Tr us dividend eq shares owned by HBK Sorce Advisory
Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by HBK Sorce Advisory
from 13F filings
Historical chart of HBK Sorce Advisory investment in Schwab Strategic Tr us dividend eq
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Quarterly reported holdings in Schwab Strategic Tr us dividend eq by HBK Sorce Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $5.9M | 77k | 76.13 |
| 2023-09-30 | $5.6M | 79k | 70.76 |
| 2023-06-30 | $5.6M | 77k | 72.62 |
| 2023-03-31 | $17M | 154k | 109.89 |
| 2022-12-31 | $12M | 157k | 75.55 |
| 2022-09-30 | $5.3M | 79k | 66.42 |
| 2022-06-30 | $5.1M | 72k | 71.63 |
| 2022-03-31 | $5.6M | 72k | 78.88 |
| 2021-12-31 | $5.9M | 73k | 80.83 |
| 2021-09-30 | $5.6M | 76k | 74.24 |
| 2021-06-30 | $8.4M | 111k | 75.62 |
| 2021-03-31 | $7.1M | 98k | 72.92 |
| 2020-12-31 | $5.8M | 91k | 64.14 |
| 2020-09-30 | $4.4M | 80k | 55.30 |
| 2020-06-30 | $4.0M | 77k | 51.75 |
| 2020-03-31 | $1.4M | 31k | 44.97 |
| 2019-12-31 | $734k | 13k | 57.95 |
| 2019-09-30 | $696k | 13k | 54.77 |
| 2019-06-30 | $728k | 14k | 53.11 |
| 2019-03-31 | $671k | 13k | 52.33 |
| 2018-12-31 | $519k | 11k | 46.93 |
| 2018-09-30 | $560k | 11k | 53.02 |
| 2018-06-30 | $574k | 12k | 49.26 |
| 2018-03-31 | $583k | 12k | 49.04 |
| 2017-12-31 | $503k | 9.8k | 51.21 |
| 2017-09-30 | $405k | 8.7k | 46.78 |
| 2017-06-30 | $386k | 8.6k | 45.15 |
| 2017-03-31 | $350k | 7.9k | 44.59 |
| 2016-12-31 | $318k | 7.3k | 43.56 |
| 2016-09-30 | $207k | 4.9k | 42.24 |
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