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Schwab Strategic Tr us dividend eq shares owned by Visionary Wealth Advisors

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

Historical chart of Visionary 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 Visionary Wealth Advisors 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 Visionary Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $7.0M 92k 76.13
2023-09-30 $7.4M 105k 70.76
2023-06-30 $6.1M 84k 72.62
2023-03-31 $5.4M 74k 73.16
2022-12-31 $4.9M 65k 75.54
2022-09-30 $3.9M 58k 66.43
2022-06-30 $22M 303k 71.63
2022-03-31 $17M 221k 78.89
2021-12-31 $18M 227k 80.83
2021-09-30 $17M 222k 74.24
2021-06-30 $17M 224k 75.62
2021-03-31 $18M 244k 72.92
2020-12-31 $17M 269k 64.14
2020-09-30 $10M 188k 55.30
2020-06-30 $9.7M 187k 51.75
2020-03-31 $6.3M 139k 44.98
2019-12-31 $7.2M 124k 57.92