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Schwab Strategic Tr us dividend eq shares owned by FSM Wealth Advisors

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

Historical chart of FSM 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 FSM Wealth 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 FSM Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-09-30 $538k 7.6k 70.76
2023-06-30 $557k 7.6k 73.22
2023-03-31 $556k 7.6k 73.16
2022-12-31 $575k 7.6k 75.54
2022-09-30 $505k 7.6k 66.40