Schwab Strategic Tr us dividend eq shares owned by W Advisors
Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by W Advisors
from 13F filings
Historical chart of W Advisors investment in Schwab Strategic Tr us dividend eq
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Quarterly reported holdings in Schwab Strategic Tr us dividend eq by W Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.2M | 45k | 27.30 |
| 2025-06-30 | $1.1M | 41k | 26.50 |
| 2025-03-31 | $922k | 33k | 27.96 |
| 2024-12-31 | $838k | 31k | 27.32 |
| 2024-09-30 | $748k | 8.9k | 84.52 |
| 2024-06-30 | $573k | 7.4k | 77.75 |
| 2024-03-31 | $542k | 6.7k | 80.62 |
| 2023-12-31 | $479k | 6.3k | 76.12 |
| 2023-09-30 | $400k | 5.7k | 70.76 |
| 2023-06-30 | $373k | 5.1k | 72.61 |
| 2023-03-31 | $376k | 5.1k | 73.15 |
| 2022-12-31 | $209k | 2.8k | 75.54 |
Top funds holding Schwab Strategic Tr us dividend eq
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