Schwab Strategic Tr us dividend eq shares owned by Independent Advisor Alliance
Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by Independent Advisor Alliance
from 13F filings
Historical chart of Independent Advisor Alliance 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 Independent Advisor Alliance 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 Independent Advisor Alliance
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $1.6M | 21k | 76.13 |
| 2023-09-30 | $1.7M | 24k | 70.76 |
| 2023-06-30 | $2.0M | 28k | 72.62 |
| 2023-03-31 | $2.6M | 36k | 73.16 |
| 2022-12-31 | $2.8M | 37k | 75.54 |
| 2022-09-30 | $2.3M | 35k | 66.43 |
| 2020-03-31 | $203k | 4.5k | 44.87 |
| 2019-12-31 | $7.8M | 135k | 57.92 |
| 2019-09-30 | $311k | 5.5k | 56.81 |
| 2019-03-31 | $331k | 6.3k | 52.29 |
| 2018-12-31 | $307k | 6.1k | 50.13 |
| 2017-03-31 | $1.6M | 37k | 44.43 |
More positions owned by Independent Advisor Alliance
Home Depot (HD)
View all positions for Independent Advisor Alliance
Top funds holding Schwab Strategic Tr us dividend eq
View all funds holding Schwab Strategic Tr us dividend eq