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Schwab Strategic Tr us dividend eq shares owned by Private Advisor

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

Historical chart of Private Advisor 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 Private Advisor 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 Private Advisor

Quarter filed Position value Share count Share price at filing
2023-12-31 $48M 625k 76.13
2023-09-30 $57M 803k 70.76
2023-06-30 $55M 744k 73.72
2023-03-31 $45M 620k 73.16
2022-12-31 $17M 584k 29.50
2022-09-30 $31M 466k 66.43
2022-06-30 $32M 447k 71.63
2022-03-31 $29M 369k 78.89
2021-12-31 $22M 271k 80.83
2021-09-30 $26M 355k 74.24
2021-06-30 $16M 209k 75.62
2021-03-31 $10M 137k 72.92
2020-12-31 $6.7M 104k 64.14
2020-09-30 $5.1M 93k 55.30
2020-06-30 $4.4M 86k 51.75
2020-03-31 $3.7M 81k 44.98
2019-12-31 $5.0M 86k 57.92
2019-09-30 $4.1M 75k 54.98
2019-06-30 $3.4M 64k 53.06
2019-03-31 $3.0M 58k 52.28
2018-12-31 $3.1M 66k 46.97
2018-09-30 $3.4M 64k 53.01
2018-06-30 $2.1M 42k 49.22
2018-03-31 $1.1M 23k 49.01
2017-12-31 $1.9M 36k 52.08
2017-09-30 $2.4M 51k 47.43
2017-06-30 $2.2M 50k 45.01
2017-03-31 $2.5M 57k 44.48
2016-12-31 $1.7M 39k 43.57
2016-09-30 $1.4M 34k 41.84
2016-06-30 $1.3M 30k 41.49
2016-03-31 $1.2M 29k 40.10
2015-12-31 $793k 21k 38.55
2015-09-30 $712k 20k 35.96
2015-06-30 $800k 21k 38.30
2015-03-31 $774k 20k 39.39
2014-12-31 $565k 14k 39.87
2014-09-30 $455k 12k 38.55
2014-06-30 $412k 11k 38.25
2014-03-31 $416k 11k 36.86
2013-12-31 $440k 12k 36.66

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View all positions for Private Advisor

Top funds holding Schwab Strategic Tr us dividend eq

Bank of America Corporation
Charles Schwab Investment Advisory
H D Vest Advisory Services
Raymond James Financial Services Advisors
Sontag Advisory
Wealthfront Advisers
UBS Group
Royal Bank of Canada
Advisor Group Holdings
Orgel Wealth Management
Commonwealth Equity Services
Wells Fargo & Company
Jpmorgan Chase & Co
Honkamp Krueger Financial Services
Wealth Enhancement Advisory Services

View all funds holding Schwab Strategic Tr us dividend eq