Schwab Strategic Tr us dividend eq shares owned by Key Client Fiduciary Advisors
Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by Key Client Fiduciary Advisors
from 13F filings
Historical chart of Key Client Fiduciary Advisors 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 Key Client Fiduciary Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $603k | 7.5k | 80.63 |
2023-12-31 | $585k | 7.7k | 76.13 |
2023-09-30 | $551k | 7.8k | 70.76 |
2023-06-30 | $417k | 5.7k | 72.62 |
2023-03-31 | $407k | 5.6k | 73.16 |
2022-12-31 | $342k | 4.5k | 75.55 |
2022-09-30 | $358k | 5.4k | 66.48 |
2022-06-30 | $342k | 4.8k | 71.56 |
2022-03-31 | $414k | 5.2k | 78.90 |
2021-12-31 | $349k | 4.3k | 80.82 |
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