Schwab Strategic Tr us dividend eq shares owned by Kestra Private Wealth Services
Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by Kestra Private Wealth Services
from 13F filings
Historical chart of Kestra Private Wealth 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 Kestra Private Wealth Services consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Schwab Strategic Tr us dividend eq by Kestra Private Wealth Services
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $18M | 209k | 84.53 |
2024-06-30 | $15M | 193k | 77.76 |
2024-03-31 | $14M | 173k | 80.63 |
2023-12-31 | $12M | 155k | 76.13 |
2023-09-30 | $4.3M | 60k | 70.76 |
2023-06-30 | $1.1M | 15k | 72.62 |
More positions owned by Kestra Private Wealth Services
View all positions for Kestra Private Wealth Services
Top funds holding Schwab Strategic Tr us dividend eq
View all funds holding Schwab Strategic Tr us dividend eq