Schwab Strategic Tr us dividend eq shares owned by Adviser Investments
Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by Adviser Investments
from 13F filings
Historical chart of Adviser Investments investment in Schwab Strategic Tr us dividend eq
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Quarterly reported holdings in Schwab Strategic Tr us dividend eq by Adviser Investments
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.3M | 47k | 27.30 |
| 2025-06-30 | $1.2M | 46k | 26.50 |
| 2025-03-31 | $1.3M | 46k | 27.96 |
| 2024-12-31 | $1.2M | 46k | 27.32 |
| 2024-09-30 | $1.2M | 14k | 84.53 |
| 2024-06-30 | $1.2M | 15k | 77.76 |
| 2024-03-31 | $1.2M | 15k | 80.63 |
| 2023-12-31 | $896k | 12k | 76.13 |
| 2023-09-30 | $553k | 7.8k | 70.76 |
| 2023-06-30 | $420k | 5.8k | 72.62 |
| 2023-03-31 | $405k | 5.5k | 73.16 |
| 2022-12-31 | $372k | 4.8k | 77.75 |
| 2022-09-30 | $321k | 4.8k | 66.45 |
| 2022-06-30 | $381k | 5.3k | 71.54 |
| 2022-03-31 | $408k | 5.2k | 78.96 |
| 2021-12-31 | $388k | 4.8k | 80.85 |
| 2021-09-30 | $357k | 4.8k | 74.16 |
| 2018-06-30 | $6.0k | 129 | 46.51 |
Top funds holding Schwab Strategic Tr us dividend eq
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