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Schwab Strategic Tr us dividend eq shares owned by Advance Capital Management

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

Historical chart of Advance Capital Management 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 Advance Capital Management 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 Advance Capital Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $936k 11k 84.53
2024-06-30 $786k 10k 77.76
2024-03-31 $873k 11k 80.63
2023-12-31 $811k 11k 76.13
2023-09-30 $753k 11k 70.76
2023-06-30 $632k 8.7k 72.62
2023-03-31 $720k 9.8k 73.16
2022-12-31 $389k 5.1k 75.54
2022-09-30 $368k 5.5k 66.35