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
Download as csvQuarterly reported holdings in Schwab Strategic Tr us dividend eq by Baltimore-Washington Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $243k | 7.9k | 30.68 |
| 2025-06-30 | $208k | 7.8k | 26.50 |
| 2025-03-31 | $219k | 7.8k | 27.96 |
| 2024-12-31 | $335k | 12k | 27.32 |
| 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 |
More positions owned by Baltimore-Washington Financial Advisors
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Top funds holding Schwab Strategic Tr us dividend eq
View all funds holding Schwab Strategic Tr us dividend eq