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Sound View Wealth Advisors Group, LLC > SCHD

DateNameTickerSharesChangeValueChangePrice
06/30/2023Schwab US Dividend Equity ETFSCHD189,90713,16013,791,060,000860,284,000$72,620.07
03/31/2023Schwab US Dividend Equity ETFSCHD176,74778,70412,930,776,00012,924,263,000$73,159.80
09/30/2022Schwab US Dividend Equity ETFSCHD98,043-1,1956,513,000-595,000$66.43
06/30/2022Schwab US Dividend Equity ETFSCHD99,2383,9737,108,000-407,000$71.63
03/31/2022Schwab US Dividend Equity ETFSCHD95,2657,7527,515,000441,000$78.89
12/31/2021Schwab US Dividend Equity ETFSCHD87,51324,1447,074,0002,369,000$80.83
09/30/2021Schwab US Dividend Equity ETFSCHD63,369-1,8494,705,000522,000$74.25
06/30/2021Schwab US Dividend Equity ETFSCHD65,3691514,943,000760,000$75.62
12/31/2020Schwab US Dividend Equity ETFSCHD65,2183,3004,183,000759,000$64.14
09/30/2020Schwab US Dividend Equity ETFSCHD61,9181,6333,424,000304,000$55.30
06/30/2020Schwab US Dividend Equity ETFSCHD60,2856,0853,120,000682,000$51.75
03/31/2020Schwab US Dividend Equity ETFSCHD54,20010,5782,438,000-89,000$44.98
12/31/2019Schwab US Dividend Equity ETFSCHD43,6225,0182,527,000412,000$57.93
09/30/2019Schwab US Dividend Equity ETFSCHD38,6042,3182,115,000189,000$54.79
06/30/2019Schwab US Dividend Equity ETFSCHD36,28636,2861,926,0001,926,000$53.08
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