Schwab Strategic Tr us dividend eq shares owned by New England Capital Financial Advisors
Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by New England Capital Financial Advisors
from 13F filings
Historical chart of New England Capital Financial Advisors investment in Schwab Strategic Tr us dividend eq
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Quarterly reported holdings in Schwab Strategic Tr us dividend eq by New England Capital Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $17k | 638 | 27.30 |
| 2025-06-30 | $17k | 638 | 26.50 |
| 2025-03-31 | $17k | 600 | 27.96 |
| 2024-12-31 | $16k | 600 | 27.32 |
| 2024-09-30 | $17k | 200 | 84.53 |
| 2024-06-30 | $16k | 200 | 77.76 |
| 2024-03-31 | $16k | 200 | 80.63 |
| 2023-12-31 | $15k | 200 | 76.13 |
| 2023-09-30 | $14k | 200 | 70.76 |
| 2023-06-30 | $15k | 200 | 72.62 |
| 2023-03-31 | $24k | 333 | 73.16 |
| 2022-12-31 | $25k | 333 | 75.94 |
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