Schwab Strategic Tr us dividend eq shares owned by Clearview Wealth Advisors
Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by Clearview Wealth Advisors
from 13F filings
Historical chart of Clearview Wealth Advisors investment in Schwab Strategic Tr us dividend eq
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Quarterly reported holdings in Schwab Strategic Tr us dividend eq by Clearview Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $4.1M | 51k | 80.63 |
| 2023-12-31 | $3.6M | 47k | 76.13 |
| 2023-09-30 | $3.3M | 47k | 70.76 |
| 2023-06-30 | $3.0M | 42k | 72.62 |
| 2023-03-31 | $3.6M | 50k | 73.16 |
| 2022-12-31 | $13M | 168k | 75.54 |
| 2022-09-30 | $14M | 215k | 66.43 |
| 2022-06-30 | $14M | 194k | 71.63 |
| 2022-03-31 | $3.9M | 50k | 78.88 |
| 2021-12-31 | $296k | 3.7k | 80.72 |
| 2021-09-30 | $294k | 4.0k | 74.22 |
| 2021-06-30 | $1.2M | 16k | 75.59 |
| 2021-03-31 | $744k | 10k | 72.90 |
| 2020-12-31 | $77k | 1.2k | 63.95 |
Top funds holding Schwab Strategic Tr us dividend eq
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