Schwab Strategic Tr us dividend eq shares owned by Financial Perspectives
Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by Financial Perspectives
from 13F filings
Historical chart of Financial Perspectives investment in Schwab Strategic Tr us dividend eq
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Quarterly reported holdings in Schwab Strategic Tr us dividend eq by Financial Perspectives
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $401k | 5.0k | 80.63 |
| 2023-12-31 | $345k | 4.5k | 76.12 |
| 2023-09-30 | $263k | 3.7k | 70.76 |
| 2023-06-30 | $21k | 285 | 72.60 |
| 2023-03-31 | $21k | 284 | 73.06 |
| 2022-12-31 | $21k | 282 | 75.66 |
| 2022-09-30 | $18k | 270 | 66.47 |
| 2022-06-30 | $21k | 286 | 71.63 |
| 2022-03-31 | $45k | 573 | 78.87 |
| 2021-12-31 | $46k | 572 | 80.83 |
| 2021-09-30 | $42k | 568 | 74.25 |
| 2021-06-30 | $43k | 567 | 75.64 |
| 2021-03-31 | $566k | 41k | 13.71 |
| 2020-12-31 | $70k | 1.1k | 64.13 |
| 2020-09-30 | $28k | 511 | 55.35 |
| 2020-06-30 | $18k | 346 | 51.80 |
| 2020-03-31 | $13k | 291 | 45.04 |
| 2019-12-31 | $4.4k | 76 | 58.13 |
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