U.S. Capital Wealth Advisors »

Schwab Strategic Tr us dividend eq shares owned by U.S. Capital Wealth Advisors

Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by U.S. Capital Wealth Advisors from 13F filings

Historical chart of U.S. Capital Wealth Advisors 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 U.S. Capital Wealth 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 U.S. Capital Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $6.9M 91k 76.13
2023-09-30 $4.4M 63k 70.76
2023-06-30 $3.5M 48k 72.62
2023-03-31 $3.3M 45k 73.16
2022-12-31 $4.8M 63k 75.54
2022-09-30 $4.2M 64k 66.43
2022-06-30 $5.2M 73k 71.62
2022-03-31 $5.6M 71k 78.89
2021-12-31 $3.3M 41k 80.84
2021-09-30 $3.0M 41k 74.24