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Schwab Strategic Tr us dividend eq shares owned by Almanack Investment Partners

Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by Almanack Investment Partners from 13F filings

Historical chart of Almanack Investment Partners investment in Schwab Strategic Tr us dividend eq

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr us dividend eq held by Almanack Investment Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Strategic Tr us dividend eq by Almanack Investment Partners

Quarter filed Position value Share count Share price at filing
2023-12-31 $485k 6.4k 76.13
2023-03-31 $240k 3.3k 73.14
2022-12-31 $455k 6.0k 75.54
2022-06-30 $805k 11k 71.62
2022-03-31 $340k 4.3k 78.98
2021-12-31 $317k 3.9k 80.89
2021-09-30 $609k 8.2k 74.30
2021-06-30 $288k 3.8k 75.65
2021-03-31 $9.5M 131k 72.92
2020-12-31 $298k 4.6k 64.22
2020-09-30 $9.1M 148k 61.43
2020-06-30 $1.0M 20k 51.75
2020-03-31 $597k 13k 44.98
2019-12-31 $1.5M 25k 57.93
2019-09-30 $1.4M 26k 54.79
2019-06-30 $807k 15k 53.50
2019-03-31 $813k 16k 52.25
2018-12-31 $1.1M 23k 46.98
2018-09-30 $1.4M 26k 51.85
2018-06-30 $1.6M 32k 49.29
2018-03-31 $4.4M 89k 48.88
2017-12-31 $5.1M 99k 51.45
2017-09-30 $3.9M 84k 46.80
2017-06-30 $1.8M 39k 45.11
2017-03-31 $1.2M 26k 44.58
2016-12-31 $1.0M 24k 43.57