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Schwab Strategic Tr us dividend eq shares owned by Tradition Wealth Management

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

Historical chart of Tradition Wealth Management 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 Tradition Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Strategic Tr us dividend eq by Tradition Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $24M 314k 76.13
2023-09-30 $24M 345k 70.76
2023-06-30 $26M 354k 72.62
2023-03-31 $31M 420k 73.16
2022-12-31 $32M 417k 75.54
2022-09-30 $28M 417k 66.43
2022-06-30 $29M 401k 71.63
2022-03-31 $31M 393k 78.89
2021-12-31 $30M 374k 80.83
2021-09-30 $25M 342k 74.24
2021-06-30 $25M 330k 75.62
2021-03-31 $24M 324k 72.92
2020-12-31 $20M 306k 64.14