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Schwab Strategic Tr us dividend eq shares owned by Baltimore-Washington Financial Advisors

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

Historical chart of Baltimore-Washington Financial Advisors 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 Baltimore-Washington Financial Advisors 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 Baltimore-Washington Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $219k 2.6k 84.52
2024-06-30 $200k 2.6k 77.77
2024-03-31 $208k 2.6k 80.64
2023-06-30 $237k 3.3k 72.62
2023-03-31 $231k 3.2k 73.15
2022-12-31 $238k 3.2k 75.54
2022-09-30 $879k 6.2k 142.81
2022-06-30 $224k 3.1k 71.34
2021-12-31 $270 1.4k 0.19