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Schwab Strategic Tr us dividend eq shares owned by XML Financial

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

Historical chart of XML Financial 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 XML Financial 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 XML Financial

Quarter filed Position value Share count Share price at filing
2023-09-30 $7.6M 108k 70.76
2023-06-30 $3.8M 52k 72.62
2023-03-31 $3.7M 51k 73.16
2022-12-31 $3.4M 45k 75.54
2022-09-30 $3.0M 44k 66.42
2022-06-30 $2.8M 40k 71.62
2022-03-31 $3.0M 38k 78.89
2021-12-31 $3.0M 37k 80.82
2021-09-30 $2.7M 37k 74.25
2021-06-30 $2.7M 36k 75.61