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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

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Quarterly 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