Schwab Strategic Tr us dividend eq shares owned by Valicenti Advisory Services
Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by Valicenti Advisory Services
from 13F filings
Historical chart of Valicenti Advisory Services investment in Schwab Strategic Tr us dividend eq
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Quarterly reported holdings in Schwab Strategic Tr us dividend eq by Valicenti Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $838k | 31k | 27.29 |
| 2025-06-30 | $782k | 30k | 26.50 |
| 2025-03-31 | $786k | 28k | 27.95 |
| 2024-12-31 | $757k | 28k | 27.33 |
| 2024-09-30 | $585k | 6.9k | 84.60 |
| 2024-06-30 | $611k | 7.9k | 77.74 |
| 2024-03-31 | $859k | 11k | 80.62 |
| 2023-12-31 | $314k | 4.1k | 76.12 |
| 2023-09-30 | $287k | 4.1k | 70.86 |
| 2023-06-30 | $281k | 3.9k | 72.52 |
| 2023-03-31 | $267k | 3.6k | 73.25 |
| 2022-12-31 | $287k | 3.8k | 75.61 |
| 2022-09-30 | $225k | 3.4k | 66.41 |
| 2022-06-30 | $243k | 3.4k | 71.72 |
| 2022-03-31 | $255k | 3.2k | 79.02 |
| 2021-12-31 | $231k | 2.9k | 80.85 |
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