Schwab Strategic Tr us dividend eq shares owned by Financial Advisory Service
Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by Financial Advisory Service
from 13F filings
Historical chart of Financial Advisory Service investment in Schwab Strategic Tr us dividend eq
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Quarterly reported holdings in Schwab Strategic Tr us dividend eq by Financial Advisory Service
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $875k | 12k | 76.13 |
| 2023-09-30 | $806k | 11k | 70.76 |
| 2023-06-30 | $821k | 11k | 72.62 |
| 2023-03-31 | $941k | 13k | 73.16 |
| 2022-12-31 | $980k | 13k | 75.54 |
| 2022-09-30 | $808k | 12k | 66.45 |
| 2022-06-30 | $800k | 11k | 71.67 |
| 2022-03-31 | $810k | 10k | 78.92 |
| 2021-12-31 | $824k | 10k | 80.81 |
| 2021-09-30 | $760k | 10k | 74.26 |
| 2021-06-30 | $768k | 10k | 75.62 |
| 2021-03-31 | $735k | 10k | 72.90 |
| 2020-12-31 | $555k | 8.7k | 64.15 |
| 2020-09-30 | $431k | 7.8k | 55.31 |
| 2020-06-30 | $399k | 7.7k | 51.70 |
| 2014-06-30 | $268k | 7.0k | 38.29 |
More positions owned by Financial Advisory Service
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