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Schwab Strategic Tr us dividend eq shares owned by D.A. Davidson & Co.

Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by D.A. Davidson & Co. from 13F filings

Historical chart of D.A. Davidson & Co. 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 D.A. Davidson & Co. 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 D.A. Davidson & Co.

Quarter filed Position value Share count Share price at filing
2024-06-30 $84M 1.1M 77.76
2024-03-31 $85M 1.1M 80.63
2023-12-31 $79M 1.0M 76.13
2023-09-30 $71M 1.0M 70.76
2023-06-30 $72M 989k 72.62
2023-03-31 $70M 959k 73.16
2022-12-31 $64M 845k 75.54
2022-09-30 $53M 791k 66.43
2022-06-30 $54M 754k 71.63
2022-03-31 $57M 717k 78.89
2021-12-31 $54M 669k 80.83
2021-09-30 $51M 685k 74.24
2021-06-30 $52M 686k 75.62
2021-03-31 $50M 686k 72.92
2020-12-31 $44M 682k 64.14
2020-09-30 $38M 686k 55.30
2020-06-30 $35M 680k 51.75
2020-03-31 $27M 595k 44.98
2019-12-31 $29M 501k 57.92
2019-09-30 $25M 463k 54.78
2019-06-30 $22M 422k 53.07
2019-03-31 $19M 365k 52.28
2018-12-31 $15M 320k 46.97
2018-09-30 $17M 314k 53.00
2018-06-30 $16M 322k 49.29
2018-03-31 $15M 305k 49.03
2017-12-31 $14M 270k 51.17
2017-09-30 $11M 241k 46.80
2017-06-30 $8.9M 198k 45.10
2017-03-31 $6.8M 152k 44.58
2016-12-31 $5.1M 118k 43.57
2016-09-30 $3.0M 72k 42.31
2016-06-30 $1.2M 30k 41.42
2016-03-31 $239k 6.0k 40.06
2015-12-31 $180k 4.7k 38.51

More positions owned by D.A. Davidson & Co.

Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Core Msci Total (IXUS)
Ishares Tr Core Us Aggbd Et (AGG)
Microsoft Corporation (MSFT)
Apple (AAPL)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Spdr Ser Tr Portfolio Intrmd (SPIB)
Ishares Tr Rus 2000 Val Etf (IWN)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Rus 1000 Grw Etf (IWF)
Costco Wholesale Corporation (COST)
Amazon (AMZN)
NVIDIA Corporation (NVDA)
Ishares Tr Rus 2000 Grw Etf (IWO)

View all positions for D.A. Davidson & Co.

Top funds holding Schwab Strategic Tr us dividend eq

LPL Financial
Morgan Stanley
Sumitomo Life Insurance
H D Vest Advisory Services
Bank of America Corporation
Envestnet Asset Management
Northwestern Mutual Wealth Management Company
Raymond James Financial Services Advisors
Sontag Advisory
Wealthfront Advisers
Commonwealth Equity Services
Orgel Wealth Management
Wells Fargo & Company
Honkamp Krueger Financial Services
Wealth Enhancement Advisory Services

View all funds holding Schwab Strategic Tr us dividend eq