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Schwab Strategic Tr us dividend eq shares owned by Baker Avenue Asset Management

Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by Baker Avenue Asset Management from 13F filings

Historical chart of Baker Avenue Asset Management 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 Baker Avenue Asset Management 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 Baker Avenue Asset Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $676k 8.9k 76.13
2023-09-30 $2.8M 40k 70.76
2023-06-30 $2.7M 37k 72.62
2023-03-31 $2.6M 35k 73.16
2022-12-31 $4.6M 60k 75.54
2022-09-30 $3.4M 52k 66.43
2022-06-30 $999k 14k 71.66
2022-03-31 $1.1M 14k 78.92
2021-12-31 $1.1M 14k 80.86
2021-09-30 $1.0M 14k 74.17
2021-06-30 $2.9M 39k 75.61
2021-03-31 $2.8M 39k 72.91
2020-12-31 $2.0M 37k 55.28
2020-09-30 $2.0M 37k 55.28
2020-06-30 $2.0M 38k 51.74
2020-03-31 $491k 11k 44.92
2019-12-31 $2.5M 44k 57.91