Insight Advisors, LLC/ PA »

Schwab Strategic Tr us dividend eq shares owned by Insight Advisors, LLC/ PA

Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by Insight Advisors, LLC/ PA from 13F filings

Historical chart of Insight Advisors, LLC/ PA 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 Insight Advisors, LLC/ PA consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Schwab Strategic Tr us dividend eq by Insight Advisors, LLC/ PA

Quarter filed Position value Share count Share price at filing
2024-06-30 $3.2M 41k 77.76
2024-03-31 $2.2M 27k 80.64
2023-12-31 $833k 11k 76.14
2023-09-30 $521k 7.4k 70.76
2023-06-30 $450k 6.2k 72.63
2023-03-31 $390k 5.3k 73.16