Schwab Strategic Tr us dividend eq shares owned by Waterford Advisors
Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by Waterford Advisors
from 13F filings
Historical chart of Waterford 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 Waterford Advisors 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 Waterford Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $273k | 10k | 27.30 |
| 2025-06-30 | $265k | 13k | 21.04 |
| 2025-03-31 | $279k | 10k | 27.96 |
| 2024-12-31 | $273k | 10k | 27.32 |
| 2024-09-30 | $281k | 3.3k | 84.53 |
| 2024-06-30 | $259k | 3.3k | 77.76 |
| 2024-03-31 | $268k | 3.3k | 80.63 |
| 2023-09-30 | $236k | 3.3k | 70.76 |
| 2023-06-30 | $242k | 3.3k | 72.69 |
| 2023-03-31 | $244k | 3.3k | 73.30 |
| 2022-12-31 | $251k | 3.3k | 75.40 |
Top funds holding Schwab Strategic Tr us dividend eq
View all funds holding Schwab Strategic Tr us dividend eq