Schwab Strategic Tr us dividend eq shares owned by First Wilshire Securities Management
Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by First Wilshire Securities Management
from 13F filings
Historical chart of First Wilshire Securities Management investment in Schwab Strategic Tr us dividend eq
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Quarterly reported holdings in Schwab Strategic Tr us dividend eq by First Wilshire Securities Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $1.1M | 15k | 76.10 |
| 2023-09-30 | $1.0M | 15k | 70.77 |
| 2023-06-30 | $1.1M | 15k | 72.62 |
| 2023-03-31 | $1.1M | 15k | 73.16 |
| 2022-12-31 | $1.1M | 15k | 75.56 |
| 2022-09-30 | $972k | 15k | 66.46 |
| 2022-06-30 | $1.0M | 15k | 71.66 |
| 2022-03-31 | $1.2M | 15k | 78.91 |
| 2021-12-31 | $1.2M | 15k | 80.82 |
| 2021-09-30 | $1.1M | 15k | 74.26 |
| 2021-06-30 | $985k | 13k | 75.62 |
| 2021-03-31 | $950k | 13k | 72.94 |
| 2020-12-31 | $681k | 11k | 64.09 |
| 2020-09-30 | $272k | 4.9k | 55.23 |
| 2019-12-31 | $213k | 3.7k | 57.96 |
| 2019-09-30 | $201k | 3.7k | 54.69 |
| 2017-12-31 | $203k | 4.0k | 51.07 |
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