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Schwab Strategic Tr us dividend eq shares owned by Barnes Pettey Financial Advisors

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

Historical chart of Barnes Pettey 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 Barnes Pettey 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 Barnes Pettey Financial Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $3.9M 52k 76.13
2023-09-30 $3.7M 52k 70.76
2023-06-30 $3.6M 50k 72.62
2023-03-31 $3.8M 52k 73.16
2022-12-31 $3.4M 44k 75.54
2022-09-30 $576k 8.7k 66.41