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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

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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
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