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Schwab Strategic Tr us dividend eq shares owned by Wells Fargo & Company

Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by Wells Fargo & Company from 13F filings

Historical chart of Wells Fargo & Company 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 Wells Fargo & Company 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 Wells Fargo & Company

Quarter filed Position value Share count Share price at filing
2023-12-31 $278M 3.7M 76.13
2023-09-30 $242M 3.4M 70.76
2023-06-30 $256M 3.5M 72.62
2022-12-31 $302M 4.0M 75.54
2022-09-30 $176M 2.6M 66.51
2022-06-30 $164M 2.3M 71.62
2022-03-31 $152M 1.9M 78.93
2021-12-31 $116M 1.4M 80.84
2021-09-30 $99M 1.3M 74.21
2021-06-30 $92M 1.2M 75.62
2021-03-31 $73M 1.0M 72.92
2020-12-31 $57M 889k 63.79
2020-09-30 $50M 832k 60.00
2020-06-30 $43M 856k 50.00
2020-03-31 $38M 840k 45.00
2019-12-31 $40M 694k 57.50
2019-09-30 $36M 665k 54.78
2019-06-30 $35M 660k 53.07
2019-03-31 $33M 629k 52.28
2018-12-31 $28M 594k 46.97
2018-09-30 $31M 590k 53.01
2018-06-30 $27M 544k 49.29
2018-03-31 $29M 603k 48.78
2017-12-31 $27M 518k 51.18
2017-06-30 $9.6M 212k 45.12
2017-03-31 $8.9M 201k 44.55
2016-12-31 $8.6M 198k 43.57
2016-09-30 $7.5M 177k 42.31
2016-06-30 $6.5M 157k 41.44
2016-03-31 $5.4M 134k 40.08
2015-12-31 $7.9M 204k 38.56
2015-09-30 $5.2M 170k 30.77
2015-03-31 $13M 331k 39.41
2014-12-31 $7.8M 197k 39.85
2014-06-30 $893k 24k 38.04
2014-03-31 $1.3M 34k 36.81
2013-12-31 $1.1M 30k 36.87
2013-09-30 $689k 21k 33.65
2013-06-30 $673k 21k 32.56

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View all positions for Wells Fargo & Company

Top funds holding Schwab Strategic Tr us dividend eq

Bank of America Corporation
Charles Schwab Investment Advisory
H D Vest Advisory Services
Sontag Advisory
Wealthfront Advisers
Raymond James Financial Services Advisors
UBS Group
Royal Bank of Canada
Advisor Group Holdings
Orgel Wealth Management
Commonwealth Equity Services
Wells Fargo & Company
Jpmorgan Chase & Co
Honkamp Krueger Financial Services
Wealth Enhancement Advisory Services

View all funds holding Schwab Strategic Tr us dividend eq