Schwab Strategic Tr us dividend eq shares owned by Collaborative Wealth Managment
Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by Collaborative Wealth Managment
from 13F filings
Historical chart of Collaborative Wealth Managment investment in Schwab Strategic Tr us dividend eq
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Quarterly reported holdings in Schwab Strategic Tr us dividend eq by Collaborative Wealth Managment
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.1M | 13k | 84.53 |
| 2024-06-30 | $999k | 13k | 77.76 |
| 2024-03-31 | $1.0M | 13k | 80.63 |
| 2023-12-31 | $923k | 12k | 76.13 |
| 2023-09-30 | $654k | 9.2k | 70.76 |
| 2023-06-30 | $648k | 8.9k | 72.62 |
| 2023-03-31 | $528k | 7.2k | 73.16 |
| 2022-09-30 | $450k | 6.8k | 66.36 |
| 2022-06-30 | $342k | 4.8k | 71.68 |
| 2021-12-31 | $302k | 3.7k | 80.90 |
| 2021-03-31 | $294k | 3.7k | 78.76 |
More positions owned by Collaborative Wealth Managment
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