Schwab Strategic Tr us dividend eq shares owned by Center for Financial Planning
Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by Center for Financial Planning
from 13F filings
Historical chart of Center for Financial Planning investment in Schwab Strategic Tr us dividend eq
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Quarterly reported holdings in Schwab Strategic Tr us dividend eq by Center for Financial Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $91k | 1.1k | 80.63 |
| 2023-12-31 | $114k | 1.5k | 76.15 |
| 2023-09-30 | $106k | 1.5k | 70.74 |
| 2023-06-30 | $108k | 1.5k | 72.63 |
| 2023-03-31 | $57k | 772 | 73.14 |
| 2022-12-31 | $58k | 769 | 75.51 |
| 2022-09-30 | $51k | 765 | 66.67 |
| 2022-06-30 | $29k | 404 | 71.78 |
| 2022-03-31 | $32k | 404 | 79.21 |
| 2021-12-31 | $33k | 404 | 81.68 |
| 2021-09-30 | $30k | 404 | 74.26 |
| 2021-06-30 | $31k | 404 | 76.73 |
| 2021-03-31 | $29k | 404 | 71.78 |
| 2020-12-31 | $26k | 404 | 64.36 |
| 2020-09-30 | $22k | 404 | 54.46 |
| 2020-06-30 | $21k | 404 | 51.98 |
| 2020-03-31 | $18k | 404 | 44.55 |
| 2019-12-31 | $23k | 404 | 56.93 |
More positions owned by Center for Financial Planning
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