Schwab Strategic Tr us dividend eq shares owned by Mutual Advisors
Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by Mutual Advisors
from 13F filings
Historical chart of Mutual Advisors investment in Schwab Strategic Tr us dividend eq
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Quarterly reported holdings in Schwab Strategic Tr us dividend eq by Mutual Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $15M | 544k | 28.33 |
| 2024-06-30 | $15M | 176k | 82.15 |
| 2024-03-31 | $16M | 193k | 80.63 |
| 2023-12-31 | $15M | 197k | 76.13 |
| 2023-09-30 | $21M | 298k | 70.76 |
| 2023-06-30 | $21M | 285k | 72.62 |
| 2023-03-31 | $21M | 286k | 73.16 |
| 2022-12-31 | $17M | 227k | 75.54 |
| 2022-09-30 | $12M | 184k | 66.43 |
| 2022-06-30 | $6.7M | 93k | 71.63 |
| 2022-03-31 | $6.5M | 82k | 78.89 |
| 2021-12-31 | $6.0M | 74k | 80.83 |
| 2021-09-30 | $5.1M | 68k | 74.24 |
| 2021-06-30 | $4.5M | 59k | 75.63 |
| 2021-03-31 | $4.2M | 57k | 72.93 |
| 2020-12-31 | $3.6M | 56k | 64.14 |
| 2020-09-30 | $2.9M | 53k | 55.29 |
| 2020-06-30 | $2.8M | 53k | 51.74 |
| 2020-03-31 | $2.4M | 53k | 44.98 |
| 2019-12-31 | $2.4M | 41k | 57.92 |
| 2019-09-30 | $2.1M | 39k | 54.78 |
| 2019-06-30 | $2.0M | 38k | 53.06 |
| 2019-03-31 | $2.0M | 39k | 52.28 |
| 2018-12-31 | $1.8M | 39k | 46.98 |
| 2018-09-30 | $1.4M | 27k | 52.99 |
| 2018-06-30 | $1.3M | 27k | 49.31 |
| 2018-03-31 | $1.2M | 25k | 49.02 |
| 2017-12-31 | $965k | 19k | 51.15 |
Top funds holding Schwab Strategic Tr us dividend eq
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