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Schwab Strategic Tr us dividend eq shares owned by Great Valley Advisor Group

Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by Great Valley Advisor Group from 13F filings

Historical chart of Great Valley Advisor Group 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 Great Valley Advisor Group 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 Great Valley Advisor Group

Quarter filed Position value Share count Share price at filing
2023-12-31 $15M 199k 76.13
2023-09-30 $14M 200k 70.76
2023-06-30 $7.8M 107k 72.62
2023-03-31 $6.2M 84k 73.16
2022-12-31 $8.6M 114k 75.54
2022-09-30 $1.1M 16k 66.41
2022-06-30 $1.2M 17k 71.66
2022-03-31 $702k 8.8k 79.45
2021-12-31 $644k 8.2k 78.61
2021-09-30 $558k 7.5k 74.24
2021-06-30 $587k 7.9k 74.67
2021-03-31 $437k 6.0k 72.98
2020-12-31 $494k 7.7k 64.12
2020-09-30 $441k 8.0k 55.42
2020-06-30 $518k 10k 51.76
2020-03-31 $643k 14k 44.94
2019-12-31 $996k 17k 57.96
2019-09-30 $804k 15k 54.71
2019-06-30 $819k 15k 53.08
2019-03-31 $974k 19k 52.29