News + Filings Holdings
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Sound View Wealth Advisors Group, LLC
> SCHD
Date | Name | Ticker | Shares | Change | Value | Change | Price |
06/30/2023 | Schwab US Dividend Equity ETF | SCHD | 189,907 | 13,160 | 13,791,060,000 | 860,284,000 | $72,620.07 |
03/31/2023 | Schwab US Dividend Equity ETF | SCHD | 176,747 | 78,704 | 12,930,776,000 | 12,924,263,000 | $73,159.80 |
09/30/2022 | Schwab US Dividend Equity ETF | SCHD | 98,043 | -1,195 | 6,513,000 | -595,000 | $66.43 |
06/30/2022 | Schwab US Dividend Equity ETF | SCHD | 99,238 | 3,973 | 7,108,000 | -407,000 | $71.63 |
03/31/2022 | Schwab US Dividend Equity ETF | SCHD | 95,265 | 7,752 | 7,515,000 | 441,000 | $78.89 |
12/31/2021 | Schwab US Dividend Equity ETF | SCHD | 87,513 | 24,144 | 7,074,000 | 2,369,000 | $80.83 |
09/30/2021 | Schwab US Dividend Equity ETF | SCHD | 63,369 | -1,849 | 4,705,000 | 522,000 | $74.25 |
06/30/2021 | Schwab US Dividend Equity ETF | SCHD | 65,369 | 151 | 4,943,000 | 760,000 | $75.62 |
12/31/2020 | Schwab US Dividend Equity ETF | SCHD | 65,218 | 3,300 | 4,183,000 | 759,000 | $64.14 |
09/30/2020 | Schwab US Dividend Equity ETF | SCHD | 61,918 | 1,633 | 3,424,000 | 304,000 | $55.30 |
06/30/2020 | Schwab US Dividend Equity ETF | SCHD | 60,285 | 6,085 | 3,120,000 | 682,000 | $51.75 |
03/31/2020 | Schwab US Dividend Equity ETF | SCHD | 54,200 | 10,578 | 2,438,000 | -89,000 | $44.98 |
12/31/2019 | Schwab US Dividend Equity ETF | SCHD | 43,622 | 5,018 | 2,527,000 | 412,000 | $57.93 |
09/30/2019 | Schwab US Dividend Equity ETF | SCHD | 38,604 | 2,318 | 2,115,000 | 189,000 | $54.79 |
06/30/2019 | Schwab US Dividend Equity ETF | SCHD | 36,286 | 36,286 | 1,926,000 | 1,926,000 | $53.08 |
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