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Schwab Strategic Tr us dividend eq shares owned by Peress Investment Advisors

Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by Peress Investment Advisors from 13F filings

Historical chart of Peress Investment Advisors investment in Schwab Strategic Tr us dividend eq

Jul 2016Oct 2016Jan 2017Apr 2017Jul 2017Oct 2017Jan 2018Apr 2018Jul 20181M1.5M2M25k30k35k40k
Value ($)Share countHistorical SCHD position of Peress Investment Advisors Source: stockzoa.comValue ($)Share count

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All positions including Schwab Strategic Tr us dividend eq held by Peress Investment 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 Peress Investment Advisors

Quarter filed Position value Share count Share price at filing
2018-06-30 $1.7M 34k 49.28
2018-03-31 $1.6M 32k 49.03
2017-12-31 $2.2M 43k 51.17
2017-09-30 $2.0M 43k 46.81
2017-06-30 $1.8M 40k 45.09
2017-03-31 $1.7M 38k 44.59
2016-12-31 $1.4M 32k 43.56
2016-09-30 $1.3M 31k 42.30
2016-06-30 $1.0M 25k 41.44