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Schwab Strategic Tr us dividend eq shares owned by Personal Capital Advisors

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

Historical chart of Personal Capital 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 Personal Capital 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 Personal Capital Advisors

Quarter filed Position value Share count Share price at filing
2022-12-31 $757k 10k 75.54
2022-09-30 $747k 11k 66.40
2022-06-30 $642k 9.0k 71.61
2022-03-31 $622k 7.9k 78.84
2021-12-31 $1.1M 14k 78.71
2021-09-30 $729k 9.8k 74.21
2021-06-30 $567k 7.5k 75.65
2021-03-31 $390k 5.4k 72.90
2020-12-31 $269k 4.2k 64.12
2017-03-31 $331k 7.4k 44.62