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Schwab Strategic Tr us dividend eq shares owned by Wealth Management Solutions

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

Historical chart of Wealth Management Solutions 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 Management Solutions 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 Management Solutions

Quarter filed Position value Share count Share price at filing
2023-09-30 $29M 414k 70.76
2023-06-30 $31M 421k 72.62
2023-03-31 $33M 452k 73.16
2022-12-31 $28M 374k 75.54
2022-09-30 $22M 331k 66.43
2022-06-30 $16M 223k 71.63
2022-03-31 $12M 146k 78.89