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Schwab Strategic Tr us dividend eq shares owned by Aurora Private Wealth

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

Historical chart of Aurora Private Wealth 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 Aurora Private Wealth 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 Aurora Private Wealth

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.0M 25k 80.18
2023-12-31 $1.9M 25k 76.15
2023-09-30 $1.8M 25k 70.75
2023-06-30 $1.7M 24k 72.60
2023-03-31 $1.9M 26k 73.17
2022-12-31 $2.0M 26k 75.54
2022-09-30 $30M 448k 66.43
2022-06-30 $31M 428k 71.63
2022-03-31 $33M 415k 78.89
2021-12-31 $33M 406k 80.83
2021-09-30 $30M 398k 74.24
2021-06-30 $29M 381k 75.62
2021-03-31 $27M 369k 72.92
2020-12-31 $23M 353k 64.14
2020-09-30 $19M 340k 55.30
2020-06-30 $12M 237k 51.75
2020-03-31 $18M 407k 44.98
2019-12-31 $14M 239k 57.92