Schwab Strategic Tr us dividend eq shares owned by Worth Financial Advisory Group
Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by Worth Financial Advisory Group
from 13F filings
Historical chart of Worth Financial Advisory Group investment in Schwab Strategic Tr us dividend eq
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Quarterly reported holdings in Schwab Strategic Tr us dividend eq by Worth Financial Advisory Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $3.6M | 42k | 84.53 |
| 2024-06-30 | $3.3M | 42k | 77.76 |
| 2024-03-31 | $3.3M | 40k | 80.63 |
| 2023-12-31 | $3.0M | 39k | 76.13 |
| 2023-09-30 | $2.8M | 39k | 70.76 |
| 2023-06-30 | $2.7M | 37k | 72.62 |
| 2023-03-31 | $2.7M | 37k | 73.16 |
| 2022-12-31 | $2.5M | 33k | 75.54 |
More positions owned by Worth Financial Advisory Group
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