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

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

Historical chart of USAdvisors 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 USAdvisors 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 USAdvisors Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $7.9M 104k 76.13
2023-09-30 $6.9M 98k 70.76
2023-06-30 $7.0M 95k 72.92
2023-03-31 $6.0M 82k 73.16
2022-12-31 $6.1M 80k 75.54
2022-09-30 $5.1M 77k 66.43
2022-06-30 $5.2M 73k 71.64
2022-03-31 $5.0M 63k 78.89
2021-12-31 $4.6M 57k 80.84
2021-09-30 $1.9M 25k 74.25
2021-06-30 $695k 9.2k 75.56
2021-03-31 $1.2M 17k 72.91
2020-12-31 $12M 182k 64.14
2020-09-30 $11M 201k 55.39
2020-06-30 $10M 200k 51.75
2020-03-31 $10M 225k 44.98
2019-12-31 $14M 240k 57.92
2019-09-30 $13M 240k 54.78
2019-06-30 $13M 238k 53.07
2019-03-31 $12M 233k 52.28
2018-12-31 $11M 227k 46.97
2018-09-30 $13M 241k 53.00
2018-06-30 $11M 230k 49.29
2018-03-31 $11M 226k 49.03
2017-12-31 $11M 210k 51.17