Schwab Strategic Tr us dividend eq shares owned by Sterling Investment Advisors
Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by Sterling Investment Advisors
from 13F filings
Historical chart of Sterling 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 Sterling Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $395k | 15k | 27.30 |
| 2025-06-30 | $384k | 15k | 26.50 |
| 2025-03-31 | $405k | 15k | 27.96 |
| 2022-06-30 | $19k | 263 | 72.24 |
| 2022-03-31 | $17k | 210 | 80.95 |
| 2021-12-31 | $17k | 210 | 80.95 |
| 2021-09-30 | $16k | 210 | 76.19 |
More positions owned by Sterling Investment Advisors
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Top funds holding Schwab Strategic Tr us dividend eq
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