Schwab Strategic Tr us dividend eq shares owned by V Wealth Management
Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by V Wealth Management
from 13F filings
Historical chart of V 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 V Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Schwab Strategic Tr us dividend eq by V Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $327k | 4.6k | 70.76 |
| 2023-06-30 | $995k | 14k | 72.62 |
| 2023-03-31 | $1.0M | 14k | 73.16 |
| 2022-12-31 | $801k | 11k | 75.54 |
| 2022-09-30 | $642k | 9.7k | 66.44 |
| 2022-06-30 | $759k | 11k | 71.66 |
| 2022-03-31 | $782k | 9.9k | 78.89 |
| 2021-12-31 | $635k | 7.9k | 80.79 |
| 2020-06-30 | $547k | 11k | 51.77 |
| 2020-03-31 | $526k | 12k | 44.99 |
| 2017-06-30 | $35k | 775 | 45.16 |
Top funds holding Schwab Strategic Tr us dividend eq
View all funds holding Schwab Strategic Tr us dividend eq