Schwab Strategic Tr shares owned by H D Vest Advisory Services
Quarter-by-quarter ownership of Schwab Strategic Tr (SCHY) shares owned by H D Vest Advisory Services
from 13F filings
Historical chart of H D Vest Advisory Services investment in Schwab Strategic Tr
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Quarterly reported holdings in Schwab Strategic Tr by H D Vest Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $481k | 18k | 27.35 |
| 2025-03-31 | $288k | 11k | 25.38 |
| 2024-12-31 | $298k | 13k | 23.12 |
| 2024-09-30 | $291k | 11k | 26.17 |
| 2024-06-30 | $259k | 11k | 23.57 |
| 2024-03-31 | $261k | 11k | 24.26 |
| 2023-12-31 | $272k | 11k | 24.59 |
| 2023-09-30 | $277k | 12k | 23.00 |
| 2023-06-30 | $315k | 13k | 23.94 |
| 2023-03-31 | $318k | 14k | 23.63 |
| 2022-12-31 | $297k | 13k | 22.42 |
| 2022-09-30 | $237k | 12k | 20.03 |
| 2022-06-30 | $409k | 18k | 22.49 |
| 2022-03-31 | $243k | 9.4k | 25.82 |
More positions owned by H D Vest Advisory Services
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