Schwab Strategic Tr us dividend eq shares owned by Investment Advisory Group
Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by Investment Advisory Group
from 13F filings
Historical chart of Investment 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 Investment Advisory Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $2.1M | 25k | 84.53 |
| 2024-06-30 | $1.8M | 23k | 77.76 |
| 2024-03-31 | $1.9M | 24k | 80.63 |
| 2023-12-31 | $1.8M | 24k | 76.13 |
| 2023-09-30 | $1.8M | 25k | 70.76 |
| 2023-06-30 | $1.8M | 25k | 72.62 |
| 2023-03-31 | $1.8M | 24k | 73.16 |
| 2022-12-31 | $1.2M | 16k | 75.54 |
| 2022-09-30 | $543k | 8.2k | 66.45 |
| 2022-06-30 | $514k | 7.2k | 71.62 |
| 2022-03-31 | $562k | 7.1k | 78.62 |
| 2021-12-31 | $560k | 7.1k | 78.37 |
Top funds holding Schwab Strategic Tr us dividend eq
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