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

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

Historical chart of Teamwork 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 Teamwork 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 Teamwork Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $6.5M 80k 80.63
2023-12-31 $5.2M 68k 76.13
2023-09-30 $4.8M 68k 70.76
2023-06-30 $4.5M 63k 72.62
2023-03-31 $4.4M 61k 73.16
2022-12-31 $2.2M 29k 75.54
2022-09-30 $1.5M 22k 66.45
2022-06-30 $990k 14k 71.65
2022-03-31 $1.0M 13k 78.91
2021-12-31 $2.8M 35k 80.82
2021-09-30 $2.6M 35k 74.25
2021-06-30 $2.7M 35k 75.61
2021-03-31 $2.5M 35k 72.92
2020-12-31 $2.2M 34k 64.14
2020-09-30 $1.9M 34k 55.29
2020-06-30 $1.8M 35k 51.76
2020-03-31 $1.4M 31k 44.97
2019-12-31 $730k 13k 57.90