Schwab Strategic Tr us dividend eq shares owned by Catherine Avery Investment Management
Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by Catherine Avery Investment Management
from 13F filings
Historical chart of Catherine Avery Investment Management investment in Schwab Strategic Tr us dividend eq
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Quarterly reported holdings in Schwab Strategic Tr us dividend eq by Catherine Avery Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $50k | 1.8k | 27.43 |
| 2025-09-30 | $49k | 1.8k | 27.30 |
| 2025-06-30 | $48k | 1.8k | 26.50 |
| 2025-03-31 | $96k | 3.4k | 27.96 |
| 2024-12-31 | $12k | 444 | 27.32 |
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