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Schwab Strategic Tr us dividend eq shares owned by Eagle Ridge Investment Management

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

Historical chart of Eagle Ridge Investment Management 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 Eagle Ridge Investment Management 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 Eagle Ridge Investment Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $3.1M 39k 80.63
2023-12-31 $2.9M 39k 76.13
2023-09-30 $2.6M 37k 70.76
2023-06-30 $2.9M 40k 72.62
2023-03-31 $2.3M 32k 73.16
2022-12-31 $2.5M 33k 75.54
2022-09-30 $2.2M 33k 66.42
2022-06-30 $2.3M 33k 71.62
2022-03-31 $2.6M 33k 78.88
2021-12-31 $2.6M 33k 80.82
2021-09-30 $2.3M 31k 74.24
2021-06-30 $2.3M 31k 75.62
2021-03-31 $2.2M 31k 72.94
2020-12-31 $2.0M 31k 64.13
2020-09-30 $576k 10k 55.29