Schwab Strategic Tr us dividend eq shares owned by WESPAC Advisors SoCal
Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by WESPAC Advisors SoCal
from 13F filings
Historical chart of WESPAC Advisors SoCal investment in Schwab Strategic Tr us dividend eq
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Quarterly reported holdings in Schwab Strategic Tr us dividend eq by WESPAC Advisors SoCal
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $233k | 2.9k | 80.63 |
| 2023-12-31 | $201k | 2.6k | 76.13 |
| 2022-06-30 | $319k | 4.5k | 71.69 |
| 2022-03-31 | $351k | 4.5k | 78.88 |
| 2021-12-31 | $352k | 4.5k | 79.10 |
| 2021-09-30 | $335k | 4.5k | 75.28 |
| 2021-06-30 | $337k | 4.5k | 75.73 |
| 2018-03-31 | $4.0k | 100 | 40.00 |
Top funds holding Schwab Strategic Tr us dividend eq
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