Sunesis Advisors »

Schwab Strategic Tr us dividend eq shares owned by Sunesis Advisors

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

Historical chart of Sunesis Advisors investment in Schwab Strategic Tr us dividend eq

Apr 2024May 2024Jun 2024Jul 2024Aug 2024Sep 2024Oct 2024800k820k840k860k10.133k10.134k10.135k10.136k
Value ($)Share countHistorical SCHD position of Sunesis Advisors Source: stockzoa.comValue ($)Share count

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr us dividend eq held by Sunesis Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Schwab Strategic Tr us dividend eq by Sunesis Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $857k 10k 84.53
2024-06-30 $788k 10k 77.76
2024-03-31 $817k 10k 80.63