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Schwab Strategic Tr us dividend eq shares owned by Investment Advisory Services

Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by Investment Advisory Services from 13F filings

Historical chart of Investment Advisory Services 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 Investment Advisory Services 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 Investment Advisory Services

Quarter filed Position value Share count Share price at filing
2024-09-30 $14M 160k 84.53
2024-06-30 $12M 159k 77.76
2024-03-31 $13M 158k 80.63
2023-12-31 $12M 159k 76.13
2023-09-30 $13M 180k 70.76
2023-06-30 $13M 180k 72.62
2023-03-31 $13M 182k 73.17
2022-12-31 $14M 185k 75.92
2022-09-30 $9.8M 148k 66.46
2022-06-30 $7.7M 105k 73.76
2022-03-31 $2.1M 26k 78.89