Schwab Strategic Tr us dividend eq shares owned by Investmark Advisory Group
Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by Investmark Advisory Group
from 13F filings
Historical chart of Investmark Advisory Group investment in Schwab Strategic Tr us dividend eq
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Quarterly reported holdings in Schwab Strategic Tr us dividend eq by Investmark Advisory Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $474k | 17k | 27.30 |
| 2025-06-30 | $459k | 17k | 26.50 |
| 2025-03-31 | $537k | 19k | 27.96 |
| 2024-12-31 | $576k | 21k | 27.32 |
| 2024-09-30 | $593k | 7.0k | 84.54 |
| 2024-06-30 | $552k | 7.1k | 77.77 |
| 2024-03-31 | $631k | 7.8k | 80.63 |
| 2023-09-30 | $555k | 7.8k | 70.76 |
| 2022-03-31 | $101k | 1.3k | 80.54 |
| 2021-12-31 | $101k | 1.3k | 80.54 |
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