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Schwab Strategic Tr us dividend eq shares owned by Foundations Investment Advisors

Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by Foundations Investment Advisors from 13F filings

Historical chart of Foundations Investment Advisors 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 Foundations Investment Advisors 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 Foundations Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $3.5M 41k 84.53
2024-06-30 $3.3M 43k 77.76
2024-03-31 $3.4M 43k 80.63
2023-12-31 $7.4M 96k 77.04
2023-09-30 $7.7M 109k 70.76
2023-06-30 $9.0M 124k 72.62
2023-03-31 $8.1M 111k 73.16
2022-12-31 $1.7M 23k 75.54
2022-09-30 $1.8M 28k 66.44
2022-06-30 $1.6M 22k 71.84
2022-03-31 $1.7M 22k 78.71
2021-12-31 $1.8M 22k 81.90
2021-09-30 $1.6M 22k 75.37
2021-06-30 $1.6M 22k 76.03
2021-03-31 $1.6M 22k 73.80