Schwab Strategic Tr us dividend eq shares owned by Evolution Wealth Advisors
Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by Evolution Wealth Advisors
from 13F filings
Historical chart of Evolution Wealth Advisors investment in Schwab Strategic Tr us dividend eq
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Quarterly reported holdings in Schwab Strategic Tr us dividend eq by Evolution Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $5.5M | 65k | 84.53 |
| 2024-06-30 | $5.1M | 65k | 77.76 |
| 2024-03-31 | $5.4M | 66k | 80.63 |
| 2023-12-31 | $4.7M | 62k | 76.13 |
| 2023-09-30 | $4.5M | 63k | 70.76 |
| 2023-06-30 | $4.4M | 61k | 72.62 |
| 2023-03-31 | $4.3M | 58k | 73.16 |
| 2022-12-31 | $4.7M | 62k | 75.54 |
| 2022-09-30 | $4.1M | 62k | 66.42 |
| 2022-06-30 | $5.5M | 77k | 71.63 |
| 2022-03-31 | $6.0M | 76k | 78.89 |
| 2021-12-31 | $5.9M | 73k | 80.82 |
| 2021-09-30 | $5.3M | 72k | 74.24 |
| 2021-06-30 | $4.9M | 65k | 75.61 |
| 2021-03-31 | $5.7M | 78k | 72.92 |
| 2020-12-31 | $4.8M | 74k | 64.14 |
| 2020-09-30 | $1.9M | 34k | 55.30 |
| 2020-06-30 | $1.2M | 23k | 51.75 |
| 2020-03-31 | $8.7M | 194k | 44.98 |
| 2019-12-31 | $13M | 224k | 57.92 |
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