Schwab Strategic Tr us dividend eq shares owned by Confluence Wealth Management
Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by Confluence Wealth Management
from 13F filings
Historical chart of Confluence Wealth Management 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 Confluence Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Schwab Strategic Tr us dividend eq by Confluence Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2020-09-30 | $258k | 4.7k | 54.71 |
| 2020-06-30 | $253k | 4.9k | 51.79 |
| 2020-03-31 | $218k | 4.8k | 45.01 |
| 2019-12-31 | $258k | 4.7k | 54.71 |
| 2019-09-30 | $258k | 4.7k | 54.71 |
| 2019-06-30 | $257k | 4.8k | 53.07 |
| 2019-03-31 | $253k | 4.8k | 52.24 |
| 2018-12-31 | $226k | 4.8k | 46.98 |
| 2018-09-30 | $251k | 4.7k | 52.98 |
| 2018-06-30 | $232k | 4.7k | 49.37 |
| 2018-03-31 | $230k | 4.7k | 48.95 |
| 2017-12-31 | $239k | 4.7k | 51.13 |
| 2017-09-30 | $217k | 4.6k | 46.75 |
| 2017-06-30 | $204k | 4.6k | 44.59 |
| 2017-03-31 | $204k | 4.6k | 44.59 |
More positions owned by Confluence Wealth Management
View all positions for Confluence Wealth Management
Top funds holding Schwab Strategic Tr us dividend eq
View all funds holding Schwab Strategic Tr us dividend eq