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Schwab Strategic Tr us dividend eq shares owned by Efficient Wealth Management

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

Historical chart of Efficient Wealth 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 Efficient Wealth 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 Efficient Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $9.0k 106 84.91
2023-12-31 $33k 437 75.51
2023-09-30 $30k 437 68.65
2023-06-30 $31k 437 70.94
2023-03-31 $33k 438 75.34
2022-12-31 $29k 438 66.21
2022-09-30 $29k 438 66.21
2022-06-30 $31k 438 70.78
2022-03-31 $35k 438 79.91
2021-12-31 $35k 438 79.91
2021-09-30 $32k 438 73.06
2021-06-30 $29k 388 74.74
2021-03-31 $28k 387 72.35
2020-12-31 $25k 387 64.60
2020-09-30 $21k 387 54.26
2020-06-30 $20k 387 51.68
2020-03-31 $17k 387 43.93