Schwab Strategic Tr us dividend eq shares owned by JFS Wealth Advisors
Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by JFS Wealth Advisors
from 13F filings
Historical chart of JFS Wealth Advisors investment in Schwab Strategic Tr us dividend eq
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Quarterly reported holdings in Schwab Strategic Tr us dividend eq by JFS Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $662k | 21k | 31.71 |
| 2026-03-31 | $186k | 6.1k | 30.68 |
| 2025-12-31 | $164k | 6.0k | 27.43 |
| 2025-09-30 | $123k | 4.5k | 27.30 |
| 2025-06-30 | $119k | 4.5k | 26.50 |
| 2025-03-31 | $187k | 6.7k | 27.96 |
| 2024-12-31 | $127k | 4.6k | 27.32 |
| 2024-09-30 | $131k | 1.5k | 84.53 |
| 2024-06-30 | $75k | 961 | 77.76 |
| 2024-03-31 | $60k | 739 | 80.63 |
| 2023-12-31 | $56k | 739 | 76.13 |
| 2023-09-30 | $61k | 863 | 70.76 |
| 2023-06-30 | $63k | 863 | 72.62 |
| 2023-03-31 | $50k | 680 | 73.16 |
| 2022-12-31 | $51k | 680 | 75.54 |
| 2022-09-30 | $45k | 680 | 66.18 |
| 2022-06-30 | $49k | 680 | 72.06 |
| 2022-03-31 | $63k | 800 | 78.75 |
| 2021-12-31 | $86k | 1.1k | 80.75 |
| 2021-09-30 | $79k | 1.1k | 74.18 |
| 2021-06-30 | $24k | 314 | 76.43 |
| 2021-03-31 | $2.0k | 25 | 80.00 |
| 2020-12-31 | $2.0k | 25 | 80.00 |
| 2020-09-30 | $1.0k | 25 | 40.00 |
| 2020-06-30 | $1.0k | 25 | 40.00 |
| 2020-03-31 | $1.0k | 25 | 40.00 |
| 2019-12-31 | $1.0k | 25 | 40.00 |
| 2019-09-30 | $1.0k | 25 | 40.00 |
| 2019-06-30 | $1.0k | 25 | 40.00 |
| 2019-03-31 | $1.0k | 25 | 40.00 |
| 2018-12-31 | $1.0k | 25 | 40.00 |
| 2018-09-30 | $1.0k | 25 | 40.00 |
| 2018-06-30 | $1.0k | 25 | 40.00 |
| 2018-03-31 | $1.0k | 25 | 40.00 |
| 2017-12-31 | $1.0k | 25 | 40.00 |
| 2017-09-30 | $1.0k | 25 | 40.00 |
| 2017-06-30 | $1.0k | 25 | 40.00 |
| 2017-03-31 | $1.0k | 25 | 40.00 |
| 2016-12-31 | $1.0k | 25 | 40.00 |
| 2016-09-30 | $1.0k | 25 | 40.00 |
| 2016-06-30 | $108k | 2.6k | 41.30 |
| 2016-03-31 | $104k | 2.6k | 40.09 |
| 2015-12-31 | $1.0k | 25 | 40.00 |
| 2015-09-30 | $1.0k | 25 | 40.00 |
| 2015-06-30 | $1.0k | 25 | 40.00 |
| 2015-03-31 | $1.0k | 25 | 40.00 |
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