Schwab Strategic Tr us dividend eq shares owned by Addison Advisors
Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by Addison Advisors
from 13F filings
Historical chart of Addison Advisors investment in Schwab Strategic Tr us dividend eq
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Quarterly reported holdings in Schwab Strategic Tr us dividend eq by Addison Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $58k | 1.8k | 31.71 |
| 2026-03-31 | $39k | 1.3k | 30.68 |
| 2025-12-31 | $35k | 1.3k | 27.43 |
| 2025-09-30 | $35k | 1.3k | 27.30 |
| 2025-06-30 | $34k | 1.3k | 26.50 |
| 2025-03-31 | $52k | 1.9k | 27.96 |
| 2024-12-31 | $51k | 1.9k | 27.32 |
| 2024-09-30 | $53k | 621 | 84.53 |
| 2024-06-30 | $48k | 621 | 77.76 |
| 2024-03-31 | $50k | 621 | 80.63 |
| 2023-12-31 | $47k | 621 | 76.13 |
| 2023-09-30 | $44k | 615 | 70.76 |
| 2023-06-30 | $45k | 615 | 72.62 |
| 2023-03-31 | $45k | 615 | 73.16 |
| 2022-12-31 | $47k | 615 | 75.54 |
| 2022-09-30 | $41k | 615 | 66.67 |
| 2022-06-30 | $44k | 615 | 71.54 |
| 2022-03-31 | $49k | 615 | 79.67 |
| 2021-12-31 | $50k | 615 | 81.30 |
| 2021-09-30 | $46k | 615 | 74.80 |
| 2021-06-30 | $47k | 615 | 76.42 |
| 2020-12-31 | $39k | 615 | 63.41 |
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