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 csv
Download as Excel
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 |
|---|---|---|---|
| 2024-12-31 | $4.6M | 168k | 27.23 |
| 2024-09-30 | $4.1M | 49k | 84.53 |
| 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 |
Top funds holding Schwab Strategic Tr us dividend eq
View all funds holding Schwab Strategic Tr us dividend eq