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
Tip: Access up to 7 years of quarterly data
All positions including Schwab Strategic Tr us dividend eq held by Cassaday & Co Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Schwab Strategic Tr us dividend eq by Cassaday & Co Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
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 |
More positions owned by Cassaday & Co Wealth Management
View all positions for Cassaday & Co Wealth Management
Top funds holding Schwab Strategic Tr us dividend eq
View all funds holding Schwab Strategic Tr us dividend eq