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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

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Quarterly 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