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
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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 |
|---|---|---|---|
| 2025-09-30 | $514k | 19k | 27.30 |
| 2025-06-30 | $554k | 21k | 26.50 |
| 2025-03-31 | $682k | 24k | 27.96 |
| 2024-12-31 | $8.2M | 293k | 27.85 |
| 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 |
More positions owned by Bridgewealth Advisory Group
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Top funds holding Schwab Strategic Tr us dividend eq
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