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Schwab Strategic Tr us dividend eq shares owned by Access Financial Services

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

Historical chart of Access Financial Services 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 Access Financial Services 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 Access Financial Services

Quarter filed Position value Share count Share price at filing
2024-03-31 $4.9M 61k 80.63
2023-12-31 $4.1M 55k 76.13
2023-09-30 $3.9M 55k 70.76
2023-06-30 $4.1M 56k 72.62
2023-03-31 $4.2M 58k 73.16
2022-12-31 $4.5M 60k 75.54
2022-09-30 $3.8M 57k 66.42
2022-06-30 $4.0M 56k 71.63
2022-03-31 $5.2M 66k 78.89
2021-12-31 $5.3M 66k 80.83
2021-09-30 $5.0M 67k 74.24
2021-06-30 $5.1M 68k 75.61
2021-03-31 $5.0M 69k 72.92