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Schwab Strategic Tr us dividend eq shares owned by International Private Wealth Advisors

Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by International Private Wealth Advisors from 13F filings

Historical chart of International Private Wealth Advisors 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 International Private Wealth Advisors 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 International Private Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $340k 12k 27.43
2025-09-30 $328k 12k 27.30
2025-06-30 $432k 16k 26.50
2025-03-31 $478k 17k 27.96
2024-12-31 $504k 19k 27.32
2024-09-30 $486k 5.8k 84.53
2024-06-30 $465k 6.0k 77.76
2024-03-31 $551k 6.8k 80.63
2023-12-31 $523k 6.9k 76.13