Schwab Strategic Tr us dividend eq shares owned by Soltis Investment Advisors
Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by Soltis Investment Advisors
from 13F filings
Historical chart of Soltis 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 Soltis Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $36M | 477k | 76.13 |
| 2023-09-30 | $31M | 440k | 70.76 |
| 2023-06-30 | $32M | 438k | 72.62 |
| 2023-03-31 | $27M | 368k | 73.16 |
| 2022-12-31 | $26M | 349k | 75.54 |
| 2022-09-30 | $18M | 269k | 66.43 |
| 2022-06-30 | $19M | 263k | 71.63 |
| 2022-03-31 | $778k | 9.9k | 78.84 |
| 2021-12-31 | $730k | 9.0k | 80.83 |
| 2021-09-30 | $675k | 9.1k | 74.22 |
| 2021-06-30 | $6.1M | 81k | 75.62 |
| 2021-03-31 | $6.0M | 83k | 72.92 |
| 2020-12-31 | $7.1M | 110k | 64.14 |
| 2020-09-30 | $7.0M | 127k | 55.30 |
| 2020-06-30 | $7.4M | 143k | 51.75 |
| 2020-03-31 | $7.0M | 157k | 44.98 |
| 2019-12-31 | $5.4M | 93k | 57.92 |
More positions owned by Soltis Investment Advisors
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