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Schwab Strategic Tr us dividend eq shares owned by Golden State Wealth Management

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

Historical chart of Golden State Wealth Management 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 Golden State Wealth Management 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 Golden State Wealth Management

Quarter filed Position value Share count Share price at filing
2022-03-31 $244k 3.1k 78.76
2021-12-31 $250k 3.1k 80.93
2020-06-30 $3.2M 62k 51.75
2019-03-31 $13k 245 53.06