Clearstead Advisors, LLC
Position in SCHD — Schwab U.S. Dividend Equity ETF
CIK 842775
CLEVELAND, OH
All Filings in SCHD
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2023-03-31 SCHD | — | 9,632 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 SCHD | — | 12,078 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 SCHD | — | 9,631 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 SCHD | — | 4,192 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 SCHD | — | 5,960 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 SCHD | — | 5,072 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 SCHD | — | 2,598 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 SCHD | — | 2,582 | Shares | Sole | 2021-08-12 | |
| 2020-12-31 SCHD | — | 100 | Shares | Sole | 2021-02-11 | |
| No filing history on record for this holder in this stock. | ||||||