Schwab Strategic Tr us dividend eq shares owned by Wealth Alliance
Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by Wealth Alliance
from 13F filings
Historical chart of Wealth Alliance investment in Schwab Strategic Tr us dividend eq
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Quarterly reported holdings in Schwab Strategic Tr us dividend eq by Wealth Alliance
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $830k | 30k | 27.30 |
| 2025-06-30 | $893k | 34k | 26.50 |
| 2025-03-31 | $840k | 30k | 27.96 |
| 2024-12-31 | $833k | 31k | 27.32 |
| 2024-09-30 | $868k | 10k | 84.53 |
| 2024-06-30 | $788k | 10k | 77.76 |
| 2024-03-31 | $811k | 10k | 80.63 |
| 2023-12-31 | $762k | 10k | 76.13 |
| 2023-09-30 | $712k | 10k | 70.76 |
| 2023-06-30 | $442k | 6.1k | 72.62 |
| 2023-03-31 | $407k | 5.6k | 73.16 |
| 2022-12-31 | $393k | 5.2k | 75.55 |
| 2022-09-30 | $276k | 4.2k | 66.38 |
| 2022-06-30 | $290k | 4.0k | 71.62 |
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