Schwab Strategic Tr us dividend eq shares owned by Aj Wealth Strategies
Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by Aj Wealth Strategies
from 13F filings
Historical chart of Aj Wealth Strategies investment in Schwab Strategic Tr us dividend eq
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Quarterly reported holdings in Schwab Strategic Tr us dividend eq by Aj Wealth Strategies
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-06-30 | $5.8M | 79k | 72.62 |
| 2023-03-31 | $5.8M | 79k | 73.16 |
| 2022-12-31 | $8.9M | 117k | 75.54 |
| 2022-09-30 | $7.8M | 117k | 66.43 |
| 2022-06-30 | $8.0M | 112k | 71.63 |
| 2022-03-31 | $9.0M | 114k | 78.89 |
| 2021-12-31 | $10M | 124k | 80.83 |
| 2021-09-30 | $8.8M | 119k | 74.24 |
| 2021-06-30 | $8.8M | 117k | 75.62 |
| 2021-03-31 | $8.4M | 115k | 72.92 |
| 2020-12-31 | $6.8M | 106k | 64.14 |
| 2020-09-30 | $5.0M | 90k | 55.30 |
| 2020-06-30 | $4.0M | 77k | 51.75 |
| 2020-03-31 | $3.5M | 77k | 44.98 |
| 2019-12-31 | $5.5M | 96k | 57.92 |
| 2019-09-30 | $5.2M | 94k | 54.78 |
| 2019-06-30 | $5.0M | 94k | 53.07 |
| 2019-03-31 | $4.7M | 90k | 52.28 |
| 2018-12-31 | $4.5M | 97k | 46.97 |
| 2018-09-30 | $5.2M | 97k | 53.00 |
| 2018-06-30 | $4.8M | 98k | 49.29 |
| 2018-03-31 | $4.6M | 94k | 49.03 |
| 2017-12-31 | $3.4M | 66k | 51.16 |
| 2017-09-30 | $2.5M | 54k | 46.81 |
| 2017-06-30 | $1.4M | 32k | 45.09 |
| 2017-03-31 | $4.2M | 94k | 44.58 |
| 2016-12-31 | $4.1M | 94k | 43.57 |
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