Schwab Strategic Tr us dividend eq shares owned by Kellett Schaffner Wealth Advisors
Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by Kellett Schaffner Wealth Advisors
from 13F filings
Historical chart of Kellett Schaffner 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 Kellett Schaffner Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $5.2M | 62k | 84.53 |
| 2024-06-30 | $4.9M | 63k | 77.76 |
| 2024-03-31 | $7.1M | 88k | 80.63 |
| 2023-12-31 | $9.0M | 119k | 76.13 |
| 2023-09-30 | $29M | 416k | 70.76 |
| 2023-06-30 | $32M | 445k | 72.62 |
| 2023-03-31 | $33M | 457k | 73.16 |
| 2022-12-31 | $34M | 453k | 75.54 |
| 2022-09-30 | $33M | 445k | 73.88 |
| 2022-06-30 | $30M | 420k | 71.63 |
| 2022-03-31 | $32M | 407k | 78.89 |
| 2021-12-31 | $28M | 342k | 80.83 |
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