News + Filings Holdings
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BAKER TILLY WEALTH MANAGEMENT, LLC
> SCHD
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 09/30/2023 | Schwab US Dividend Equity ETF | SCHD | 15,991 | 6,697 | 1,131,553,000 | 429,471,000 | $70,761.87 |
| 12/31/2022 | Schwab US Dividend Equity ETF | SCHD | 9,294 | -7,755 | 702,082,000 | 700,861,000 | $75,541.42 |
| 06/30/2022 | Schwab US Dividend Equity ETF | SCHD | 17,049 | 0 | 1,221,000 | -124,000 | $71.62 |
| 03/31/2022 | Schwab US Dividend Equity ETF | SCHD | 17,049 | 278 | 1,345,000 | -11,000 | $78.89 |
| 12/31/2021 | Schwab US Dividend Equity ETF | SCHD | 16,771 | 10,907 | 1,356,000 | 921,000 | $80.85 |
| 09/30/2021 | Schwab US Dividend Equity ETF | SCHD | 5,864 | 1,474 | 435,000 | 103,000 | $74.18 |
| 06/30/2021 | Schwab US Dividend Equity ETF | SCHD | 4,390 | 4,390 | 332,000 | 332,000 | $75.63 |
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