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Schwab Strategic Tr us dividend eq shares owned by Bridgewealth Advisory Group

Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by Bridgewealth Advisory Group from 13F filings

Historical chart of Bridgewealth Advisory Group 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 Bridgewealth Advisory Group 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 Bridgewealth Advisory Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $11M 127k 84.53
2024-06-30 $8.9M 114k 77.76
2024-03-31 $8.2M 102k 80.63
2023-12-31 $3.6M 47k 76.13
2023-09-30 $1.3M 18k 70.76
2023-06-30 $601k 8.3k 72.63
2023-03-31 $468k 6.4k 73.16
2022-12-31 $610k 8.1k 75.54