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Schwab Strategic Tr us dividend eq shares owned by Commonwealth Financial Services

Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by Commonwealth Financial Services from 13F filings

Historical chart of Commonwealth Financial Services 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 Commonwealth Financial Services 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 Commonwealth Financial Services

Quarter filed Position value Share count Share price at filing
2025-12-31 $561k 21k 27.43
2025-09-30 $563k 21k 27.30
2025-06-30 $600k 23k 26.50
2025-03-31 $273k 9.8k 27.96
2024-12-31 $263k 9.6k 27.32
2024-09-30 $218k 2.6k 84.48
2023-09-30 $262k 3.7k 70.76