Schwab Strategic Tr us dividend eq shares owned by TRUE Private Wealth Advisors
Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by TRUE Private Wealth Advisors
from 13F filings
Historical chart of TRUE Private Wealth Advisors investment in Schwab Strategic Tr us dividend eq
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Quarterly reported holdings in Schwab Strategic Tr us dividend eq by TRUE Private Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $1.9M | 24k | 80.63 |
| 2023-12-31 | $803k | 11k | 76.13 |
| 2023-09-30 | $528k | 7.5k | 70.76 |
| 2023-06-30 | $552k | 7.6k | 72.62 |
| 2023-03-31 | $565k | 7.7k | 73.16 |
| 2022-12-31 | $562k | 7.4k | 75.54 |
| 2022-09-30 | $466k | 7.0k | 66.42 |
| 2022-06-30 | $509k | 7.1k | 71.53 |
| 2022-03-31 | $576k | 7.3k | 78.75 |
| 2021-12-31 | $642k | 8.0k | 80.74 |
| 2021-09-30 | $704k | 9.5k | 74.15 |
| 2021-06-30 | $579k | 7.7k | 75.58 |
| 2021-03-31 | $559k | 7.7k | 72.97 |
| 2020-12-31 | $513k | 8.0k | 64.06 |
| 2020-09-30 | $517k | 9.4k | 55.26 |
| 2020-06-30 | $503k | 9.7k | 51.70 |
| 2020-03-31 | $437k | 9.7k | 44.92 |
| 2019-12-31 | $563k | 9.7k | 57.89 |
| 2019-09-30 | $532k | 9.7k | 54.70 |
| 2019-06-30 | $566k | 11k | 53.47 |
| 2019-03-31 | $406k | 7.8k | 52.29 |
| 2018-12-31 | $364k | 7.8k | 46.88 |
| 2018-09-30 | $411k | 7.8k | 53.00 |
| 2018-06-30 | $359k | 7.3k | 49.23 |
| 2018-03-31 | $414k | 8.5k | 48.99 |
| 2017-12-31 | $432k | 8.5k | 51.12 |
| 2017-09-30 | $395k | 8.4k | 46.75 |
| 2017-06-30 | $381k | 8.4k | 45.10 |
| 2017-03-31 | $377k | 8.5k | 44.43 |
| 2016-12-31 | $370k | 8.6k | 43.10 |
| 2016-09-30 | $369k | 8.9k | 41.40 |
| 2016-06-30 | $371k | 9.0k | 41.43 |
| 2016-03-31 | $349k | 8.7k | 40.07 |
| 2015-12-31 | $314k | 8.1k | 38.61 |
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