News + Filings Holdings
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REILLY FINANCIAL ADVISORS, LLC
> SCHD
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 12/31/2021 | Schwab US Dividend Equity ETF | SCHD | 5,018 | 1,788 | 406,000 | 166,000 | $80.91 |
| 09/30/2021 | Schwab US Dividend Equity ETF | SCHD | 3,230 | 2,428 | 240,000 | 179,000 | $74.30 |
| 06/30/2021 | Schwab US Dividend Equity ETF | SCHD | 802 | -1,193 | 61,000 | -85,000 | $76.06 |
| 03/31/2021 | Schwab US Dividend Equity ETF | SCHD | 1,995 | 1,570 | 146,000 | 119,000 | $73.18 |
| 12/31/2020 | Schwab US Dividend Equity ETF | SCHD | 425 | 425 | 27,000 | 27,000 | $63.53 |
| 03/31/2020 | Schwab US Dividend Equity ETF | SCHD | 0 | -238 | 0 | -14,000 | |
| 12/31/2019 | Schwab US Dividend Equity ETF | SCHD | 238 | -162 | 14,000 | -8,000 | $58.82 |
| 09/30/2019 | Schwab US Dividend Equity ETF | SCHD | 400 | -450 | 22,000 | -23,000 | $55.00 |
| 06/30/2019 | Schwab US Dividend Equity ETF | SCHD | 850 | 450 | 45,000 | 24,000 | $52.94 |
| 03/31/2019 | Schwab US Dividend Equity ETF | SCHD | 400 | 0 | 21,000 | 2,000 | $52.50 |
| 12/31/2018 | Schwab US Dividend Equity ETF | SCHD | 400 | 0 | 19,000 | -2,000 | $47.50 |
| 09/30/2018 | Schwab US Dividend Equity ETF | SCHD | 400 | 0 | 21,000 | 1,000 | $52.50 |
| 06/30/2018 | Schwab US Dividend Equity ETF | SCHD | 400 | 0 | 20,000 | 0 | $50.00 |
| 03/31/2018 | Schwab US Dividend Equity ETF | SCHD | 400 | 0 | 20,000 | 0 | $50.00 |
| 12/31/2017 | Schwab US Dividend Equity ETF | SCHD | 400 | 0 | 20,000 | 1,000 | $50.00 |
| 09/30/2017 | Schwab US Dividend Equity ETF | SCHD | 400 | -482 | 19,000 | -21,000 | $47.50 |
| 06/30/2017 | Schwab US Dividend Equity ETF | SCHD | 882 | 882 | 40,000 | 40,000 | $45.35 |
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