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Schwab Strategic Tr us dividend eq shares owned by Investment Research & Advisory Group

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

Historical chart of Investment Research & Advisory Group 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 Research & Advisory Group 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 Research & Advisory Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $83 3 27.67
2025-06-30 $54 2 27.00
2023-06-30 $61k 845 72.62