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Schwab Strategic Tr us dividend eq shares owned by Evanson Asset Management

Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by Evanson Asset Management from 13F filings

Historical chart of Evanson Asset 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 Evanson Asset Management 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 Evanson Asset Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.2M 15k 84.53
2024-06-30 $1.1M 14k 77.76
2024-03-31 $1.4M 18k 80.63
2023-12-31 $890k 12k 76.13
2023-09-30 $841k 12k 70.76
2023-06-30 $961k 13k 72.62
2023-03-31 $1.2M 16k 73.16
2022-12-31 $1.2M 16k 75.54
2022-09-30 $967k 15k 66.40
2022-06-30 $892k 13k 71.61
2022-03-31 $922k 12k 78.87
2021-12-31 $991k 12k 80.81
2021-09-30 $922k 12k 75.24
2021-06-30 $866k 11k 75.66
2021-03-31 $1.2M 17k 72.93
2020-12-31 $1.1M 17k 64.12
2020-09-30 $1.0M 19k 55.33
2020-06-30 $1.1M 22k 51.76
2020-03-31 $824k 18k 44.97
2019-12-31 $1.1M 18k 57.94
2019-09-30 $979k 18k 54.80
2019-06-30 $945k 18k 53.05
2019-03-31 $931k 18k 52.27
2018-12-31 $835k 18k 46.99
2018-09-30 $960k 18k 53.02
2018-06-30 $890k 18k 49.30
2018-03-31 $919k 19k 49.01
2017-12-31 $841k 16k 51.16
2017-09-30 $971k 21k 46.80
2017-06-30 $932k 21k 45.11
2017-03-31 $900k 20k 44.57
2016-12-31 $826k 19k 43.55
2016-09-30 $774k 18k 42.31
2016-06-30 $404k 9.8k 41.43