Schwab Strategic Tr us dividend eq shares owned by Advisors Management Group
Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by Advisors Management Group
from 13F filings
Historical chart of Advisors Management Group investment in Schwab Strategic Tr us dividend eq
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All positions including Schwab Strategic Tr us dividend eq held by Advisors Management Group consolidated in one spreadsheet with up to 7 years of data
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $2.7M | 32k | 84.55 |
2024-06-30 | $2.4M | 31k | 77.77 |
2024-03-31 | $2.5M | 30k | 80.63 |
2023-12-31 | $2.3M | 30k | 76.13 |
2023-09-30 | $2.1M | 29k | 70.76 |
2023-06-30 | $2.1M | 29k | 72.63 |
2023-03-31 | $1.7M | 23k | 73.14 |
2022-12-31 | $1.7M | 23k | 75.56 |
2022-09-30 | $1.4M | 21k | 66.42 |
2022-06-30 | $1.3M | 18k | 71.64 |
2022-03-31 | $1.4M | 17k | 78.88 |
2021-12-31 | $1.2M | 15k | 80.86 |
2021-09-30 | $1.1M | 15k | 74.22 |
2021-06-30 | $1.1M | 14k | 75.63 |
2021-03-31 | $853k | 12k | 72.92 |
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