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Schwab Strategic Tr us dividend eq shares owned by New England Guild Wealth Advisors

Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by New England Guild Wealth Advisors from 13F filings

Historical chart of New England Guild Wealth 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 New England Guild Wealth Advisors 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 New England Guild Wealth Advisors

Quarter filed Position value Share count Share price at filing
2022-12-31 $758k 10k 75.54
2022-09-30 $667k 10k 66.47
2022-06-30 $719k 10k 71.66
2022-03-31 $792k 10k 78.93
2021-12-31 $759k 9.4k 80.88
2021-09-30 $697k 9.4k 74.28
2021-06-30 $710k 9.4k 75.66
2021-03-31 $684k 9.4k 72.89
2020-12-31 $602k 9.4k 64.15
2020-09-30 $519k 9.4k 55.31
2020-06-30 $486k 9.4k 51.79
2020-03-31 $422k 9.4k 44.97
2019-12-31 $544k 9.4k 57.97
2019-09-30 $514k 9.4k 54.77
2019-06-30 $498k 9.4k 53.07
2019-03-31 $491k 9.4k 52.32
2018-12-31 $441k 9.4k 46.99
2018-09-30 $497k 9.4k 52.96
2018-06-30 $463k 9.4k 49.34
2018-03-31 $460k 9.4k 49.02
2017-12-31 $480k 9.4k 51.15