Schwab Strategic Tr us dividend eq shares owned by Wiley Bros.-aintree Capital
Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by Wiley Bros.-aintree Capital
from 13F filings
Historical chart of Wiley Bros.-aintree Capital 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 Wiley Bros.-aintree Capital consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Schwab Strategic Tr us dividend eq by Wiley Bros.-aintree Capital
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $12M | 455k | 27.31 |
| 2025-06-30 | $11M | 420k | 26.51 |
| 2025-03-31 | $12M | 431k | 27.39 |
| 2024-12-31 | $11M | 408k | 27.44 |
| 2024-09-30 | $9.6M | 114k | 84.80 |
| 2024-06-30 | $3.5M | 45k | 77.76 |
| 2024-03-31 | $862k | 11k | 80.63 |
| 2023-12-31 | $533k | 7.0k | 76.21 |
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