Schwab Strategic Tr us dividend eq shares owned by Toth Financial Advisory Corporation
Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by Toth Financial Advisory Corporation
from 13F filings
Historical chart of Toth Financial Advisory Corporation investment in Schwab Strategic Tr us dividend eq
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Quarterly reported holdings in Schwab Strategic Tr us dividend eq by Toth Financial Advisory Corporation
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-12-31 | $243k | 8.9k | 27.32 |
2024-09-30 | $263k | 3.1k | 84.52 |
2024-06-30 | $191k | 2.5k | 77.75 |
2024-03-31 | $208k | 2.6k | 80.62 |
2023-12-31 | $188k | 2.5k | 76.12 |
2023-09-30 | $183k | 2.6k | 70.75 |
2023-06-30 | $172k | 2.4k | 72.63 |
2023-03-31 | $162k | 2.2k | 73.15 |
2022-12-31 | $166k | 2.2k | 75.54 |
2022-09-30 | $139k | 2.1k | 66.35 |
2022-06-30 | $137k | 1.9k | 71.47 |
2022-03-31 | $128k | 1.6k | 79.06 |
2021-12-31 | $116k | 1.4k | 80.84 |
2021-09-30 | $105k | 1.4k | 73.94 |
2021-06-30 | $40k | 533 | 75.05 |
2021-03-31 | $28k | 389 | 71.98 |
2020-12-31 | $25k | 391 | 63.94 |
2020-09-30 | $22k | 391 | 56.27 |
2020-06-30 | $15k | 291 | 51.55 |
2020-03-31 | $2.0k | 40 | 50.00 |
2019-12-31 | $325k | 5.6k | 57.97 |
2019-09-30 | $311k | 5.7k | 54.71 |
2019-06-30 | $333k | 6.3k | 53.11 |
2019-03-31 | $369k | 7.1k | 52.30 |
2018-12-31 | $344k | 7.3k | 47.00 |
2018-09-30 | $423k | 8.0k | 52.98 |
2018-06-30 | $482k | 9.8k | 49.29 |
2018-03-31 | $551k | 11k | 49.03 |
2017-12-31 | $650k | 13k | 51.20 |
2017-09-30 | $620k | 13k | 46.77 |
2017-06-30 | $603k | 13k | 45.08 |
2017-03-31 | $685k | 15k | 44.55 |
2016-12-31 | $830k | 19k | 43.58 |
2016-09-30 | $871k | 21k | 42.32 |
2016-06-30 | $865k | 21k | 41.42 |
2016-03-31 | $988k | 25k | 40.08 |
2015-12-31 | $968k | 25k | 38.56 |
2015-09-30 | $768k | 21k | 35.95 |
2015-06-30 | $939k | 25k | 38.30 |
2015-03-31 | $1.1M | 28k | 39.42 |
2014-12-31 | $1.0M | 26k | 39.86 |
2014-09-30 | $622k | 16k | 38.56 |
2014-06-30 | $551k | 14k | 38.25 |
2014-03-31 | $493k | 13k | 36.87 |
2013-12-31 | $252k | 6.9k | 36.70 |
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