Schwab Strategic Tr us dividend eq shares owned by Cassaday & Co Wealth Management
Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by Cassaday & Co Wealth Management
from 13F filings
Historical chart of Cassaday & Co Wealth Management investment in Schwab Strategic Tr us dividend eq
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Quarterly reported holdings in Schwab Strategic Tr us dividend eq by Cassaday & Co Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $166M | 6.1M | 27.30 |
| 2025-06-30 | $157M | 5.9M | 26.50 |
| 2025-03-31 | $165M | 5.9M | 27.96 |
| 2024-12-31 | $157M | 5.8M | 27.32 |
| 2024-09-30 | $157M | 1.9M | 84.53 |
| 2024-06-30 | $135M | 1.7M | 77.76 |
| 2024-03-31 | $136M | 1.7M | 80.63 |
| 2023-12-31 | $124M | 1.6M | 76.13 |
| 2023-09-30 | $113M | 1.6M | 70.76 |
| 2023-06-30 | $114M | 1.6M | 72.62 |
| 2023-03-31 | $112M | 1.5M | 73.16 |
| 2022-12-31 | $107M | 1.4M | 75.54 |
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