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Schwab Strategic Tr us dividend eq shares owned by Prime Capital Investment Advisors

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

Historical chart of Prime Capital Investment 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 Prime Capital 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 Prime Capital Investment Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $4.9M 65k 76.13
2023-09-30 $3.7M 52k 70.76
2023-06-30 $3.8M 53k 72.62
2023-03-31 $306k 4.2k 73.16
2022-12-31 $4.0M 53k 75.54
2021-03-31 $85k 1.2k 72.77
2020-12-31 $75k 1.2k 63.83
2020-09-30 $51k 918 55.56
2020-06-30 $52k 1.0k 51.69
2020-03-31 $30k 665 45.11
2019-12-31 $28k 475 58.95
2019-09-30 $23k 428 53.74
2019-06-30 $20k 376 53.19