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Schwab Strategic Tr us dividend eq shares owned by Wealth Enhancement Advisory Services

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

Historical chart of Wealth Enhancement Advisory Services 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 Wealth Enhancement Advisory Services 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 Wealth Enhancement Advisory Services

Quarter filed Position value Share count Share price at filing
2024-06-30 $274M 3.5M 77.76
2024-03-31 $272M 3.4M 80.63
2023-12-31 $246M 3.2M 76.13
2023-09-30 $133M 1.9M 70.76
2023-06-30 $20M 269k 72.62
2023-03-31 $18M 250k 73.16
2022-12-31 $9.2M 121k 76.05
2022-09-30 $5.9M 87k 67.59
2022-06-30 $5.4M 74k 72.50
2022-03-31 $6.1M 77k 79.34
2021-12-31 $6.2M 79k 78.57
2021-09-30 $6.2M 79k 77.98
2021-06-30 $5.7M 75k 76.04
2021-03-31 $5.4M 73k 73.98