Schwab Strategic Tr us dividend eq shares owned by Trinity Financial Advisors
Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by Trinity Financial Advisors
from 13F filings
Historical chart of Trinity Financial Advisors investment in Schwab Strategic Tr us dividend eq
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Quarterly reported holdings in Schwab Strategic Tr us dividend eq by Trinity Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $11M | 138k | 76.17 |
| 2024-06-30 | $10M | 128k | 78.58 |
| 2024-03-31 | $10M | 124k | 80.63 |
| 2023-12-31 | $8.5M | 111k | 76.13 |
| 2023-09-30 | $13M | 190k | 70.76 |
| 2023-06-30 | $13M | 175k | 72.62 |
| 2023-03-31 | $12M | 168k | 73.16 |
| 2022-12-31 | $12M | 160k | 75.54 |
| 2022-09-30 | $6.9M | 104k | 66.43 |
| 2022-06-30 | $4.4M | 61k | 71.64 |
More positions owned by Trinity Financial Advisors
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