Schwab Strategic Tr us dividend eq shares owned by FRG Family Wealth Advisors
Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by FRG Family Wealth Advisors
from 13F filings
Historical chart of FRG Family Wealth 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 FRG Family Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Schwab Strategic Tr us dividend eq by FRG Family Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $10M | 130k | 79.38 |
| 2024-03-31 | $9.9M | 129k | 76.99 |
| 2023-12-31 | $11M | 141k | 76.13 |
| 2023-09-30 | $11M | 152k | 70.76 |
| 2023-06-30 | $11M | 155k | 72.62 |
| 2023-03-31 | $12M | 157k | 73.16 |
| 2022-12-31 | $12M | 156k | 75.54 |
| 2022-09-30 | $11M | 160k | 66.43 |
| 2022-06-30 | $12M | 160k | 71.63 |
| 2022-03-31 | $12M | 153k | 78.89 |
| 2021-12-31 | $12M | 143k | 80.83 |
| 2021-09-30 | $9.5M | 129k | 74.24 |
| 2021-06-30 | $9.9M | 130k | 75.62 |
| 2021-03-31 | $8.7M | 120k | 72.92 |
| 2020-12-31 | $7.7M | 120k | 64.14 |
| 2020-09-30 | $6.6M | 119k | 55.30 |
| 2020-06-30 | $7.0M | 135k | 51.75 |
| 2020-03-31 | $6.5M | 145k | 44.98 |
| 2019-12-31 | $9.0M | 155k | 57.92 |
| 2019-09-30 | $6.1M | 111k | 54.78 |
| 2019-06-30 | $5.0M | 94k | 53.07 |
| 2019-03-31 | $2.8M | 53k | 52.29 |
| 2018-12-31 | $1.4M | 30k | 46.98 |
| 2018-09-30 | $1.3M | 25k | 52.98 |
| 2018-06-30 | $1.2M | 24k | 49.30 |
| 2018-03-31 | $1.1M | 23k | 49.03 |
| 2017-12-31 | $1.1M | 21k | 51.19 |
| 2017-09-30 | $931k | 20k | 46.82 |
| 2017-06-30 | $933k | 21k | 45.11 |
| 2017-03-31 | $690k | 16k | 44.59 |
| 2016-12-31 | $674k | 16k | 43.55 |
| 2016-09-30 | $617k | 15k | 42.33 |
| 2016-06-30 | $604k | 15k | 41.44 |
| 2016-03-31 | $585k | 15k | 40.14 |
| 2015-12-31 | $562k | 15k | 38.56 |
More positions owned by FRG Family Wealth Advisors
View all positions for FRG Family Wealth Advisors
Top funds holding Schwab Strategic Tr us dividend eq
View all funds holding Schwab Strategic Tr us dividend eq