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Schwab Strategic Tr us dividend eq shares owned by Apexium Financial

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

Historical chart of Apexium Financial investment in Schwab Strategic Tr us dividend eq

Jan 2022Jul 2022Jan 2023Jul 2023Jan 2024Jul 2024010M20M30M0100k200k300k400k
Value ($)Share countHistorical SCHD position of Apexium Financial Source: stockzoa.comValue ($)Share count

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All positions including Schwab Strategic Tr us dividend eq held by Apexium Financial 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 Apexium Financial

Quarter filed Position value Share count Share price at filing
2024-09-30 $34M 398k 84.53
2024-06-30 $26M 332k 78.38
2024-03-31 $25M 310k 80.63
2023-12-31 $22M 287k 76.13
2023-09-30 $16M 226k 70.76
2023-06-30 $15M 202k 72.62
2023-03-31 $14M 188k 73.16
2022-12-31 $13M 172k 75.54
2022-09-30 $8.6M 130k 66.56
2022-06-30 $2.9M 40k 71.69
2022-03-31 $347k 4.3k 80.75
2021-12-31 $391k 4.8k 80.75