Schwab Strategic Tr us dividend eq shares owned by TruWealth Advisors
Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by TruWealth Advisors
from 13F filings
Historical chart of TruWealth Advisors investment in Schwab Strategic Tr us dividend eq
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Quarterly reported holdings in Schwab Strategic Tr us dividend eq by TruWealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $31M | 389k | 80.63 |
| 2023-12-31 | $29M | 381k | 76.13 |
| 2023-09-30 | $25M | 352k | 70.76 |
| 2023-06-30 | $25M | 347k | 72.62 |
| 2023-03-31 | $24M | 326k | 73.16 |
| 2022-12-31 | $6.0M | 80k | 75.54 |
| 2022-09-30 | $3.9M | 59k | 66.43 |
| 2022-06-30 | $3.0M | 42k | 71.64 |
| 2022-03-31 | $362k | 4.6k | 78.78 |
Top funds holding Schwab Strategic Tr us dividend eq
View all funds holding Schwab Strategic Tr us dividend eq