Schwab Strategic Tr us dividend eq shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
from 13F filings
Historical chart of Annex Advisory Services, LLC, d/b/a Annex Wealth Management investment in Schwab Strategic Tr us dividend eq
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Quarterly reported holdings in Schwab Strategic Tr us dividend eq by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $8.6M | 312k | 27.43 |
| 2025-09-30 | $269k | 9.9k | 27.30 |
| 2025-06-30 | $238k | 9.0k | 26.50 |
| 2025-03-31 | $259k | 9.2k | 27.96 |
| 2024-12-31 | $314k | 12k | 27.32 |
| 2024-09-30 | $342k | 4.0k | 84.54 |
| 2024-06-30 | $503k | 6.5k | 77.76 |
| 2024-03-31 | $595k | 7.4k | 80.63 |
| 2023-09-30 | $543k | 7.7k | 70.77 |
| 2023-06-30 | $613k | 8.4k | 72.62 |
| 2023-03-31 | $363k | 5.0k | 73.17 |
| 2022-06-30 | $319k | 4.5k | 71.65 |
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