Schwab Strategic Tr us dividend eq shares owned by Smith, Salley & Associates
Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by Smith, Salley & Associates
from 13F filings
Historical chart of Smith, Salley & Associates 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 Smith, Salley & Associates consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Schwab Strategic Tr us dividend eq by Smith, Salley & Associates
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $504k | 19k | 27.30 |
| 2025-06-30 | $223k | 8.4k | 26.50 |
| 2025-03-31 | $847k | 30k | 27.96 |
| 2024-12-31 | $265k | 9.7k | 27.32 |
| 2024-09-30 | $231k | 2.7k | 84.54 |
| 2024-06-30 | $212k | 2.7k | 77.75 |
| 2024-03-31 | $207k | 2.6k | 80.62 |
| 2023-12-31 | $202k | 2.7k | 76.12 |
| 2023-09-30 | $220k | 3.1k | 70.75 |
More positions owned by Smith, Salley & Associates
View all positions for Smith, Salley & Associates
Top funds holding Schwab Strategic Tr us dividend eq
View all funds holding Schwab Strategic Tr us dividend eq