Schwab Strategic Tr us dividend eq shares owned by Roehl & Yi Investment Advisors
Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by Roehl & Yi Investment Advisors
from 13F filings
Historical chart of Roehl & Yi Investment Advisors investment in Schwab Strategic Tr us dividend eq
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Quarterly reported holdings in Schwab Strategic Tr us dividend eq by Roehl & Yi Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $3.0M | 132k | 23.01 |
| 2025-09-30 | $2.6M | 127k | 20.20 |
| 2025-06-30 | $2.3M | 90k | 25.64 |
| 2025-03-31 | $2.0M | 74k | 26.86 |
| 2024-12-31 | $1.1M | 42k | 27.32 |
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