Schwab Strategic Tr us dividend eq shares owned by H D Vest Advisory Services
Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by H D Vest Advisory Services
from 13F filings
Historical chart of H D Vest Advisory Services 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 H D Vest Advisory Services 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 H D Vest Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $643M | 8.3M | 77.76 |
| 2024-03-31 | $627M | 7.8M | 80.63 |
| 2023-12-31 | $569M | 7.5M | 76.13 |
| 2023-09-30 | $528M | 7.5M | 70.76 |
| 2023-06-30 | $522M | 7.2M | 72.62 |
| 2023-03-31 | $511M | 7.0M | 73.16 |
| 2022-12-31 | $492M | 6.5M | 75.54 |
| 2022-09-30 | $297M | 4.5M | 66.43 |
| 2022-06-30 | $309M | 4.3M | 71.63 |
| 2022-03-31 | $326M | 4.1M | 78.88 |
| 2021-12-31 | $314M | 3.9M | 80.83 |
| 2021-09-30 | $268M | 3.6M | 74.24 |
| 2021-06-30 | $23M | 305k | 75.66 |
| 2021-03-31 | $20M | 269k | 72.88 |
| 2020-12-31 | $14M | 216k | 64.14 |
| 2020-09-30 | $13M | 240k | 55.38 |
| 2020-06-30 | $1.4M | 27k | 52.00 |
| 2020-03-31 | $1.2M | 26k | 44.49 |
| 2019-12-31 | $1.3M | 22k | 57.91 |
| 2019-09-30 | $823k | 15k | 54.70 |
| 2019-06-30 | $743k | 14k | 53.04 |
| 2019-03-31 | $542k | 10k | 52.29 |
| 2018-12-31 | $391k | 8.3k | 47.15 |
More positions owned by H D Vest Advisory Services
View all positions for H D Vest Advisory Services
Top funds holding Schwab Strategic Tr us dividend eq
View all funds holding Schwab Strategic Tr us dividend eq