Schwab Strategic Tr us dividend eq shares owned by Cm Wealth Advisors
Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by Cm Wealth Advisors
from 13F filings
Historical chart of Cm 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 Cm Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $419k | 5.0k | 84.53 |
| 2024-06-30 | $390k | 5.0k | 78.58 |
| 2024-03-31 | $451k | 5.8k | 78.25 |
| 2023-12-31 | $401k | 5.3k | 76.13 |
| 2023-09-30 | $373k | 5.3k | 70.80 |
| 2023-03-31 | $410k | 5.8k | 71.09 |
Top funds holding Schwab Strategic Tr us dividend eq
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