Schwab Strategic Tr us dividend eq shares owned by GW & Wade
Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by GW & Wade
from 13F filings
Historical chart of GW & Wade investment in Schwab Strategic Tr us dividend eq
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All positions including Schwab Strategic Tr us dividend eq held by GW & Wade consolidated in one spreadsheet with up to 7 years of data
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-12-31 | $803k | 11k | 76.08 |
2023-09-30 | $902k | 13k | 70.77 |
2023-06-30 | $861k | 12k | 72.63 |
2023-03-31 | $957k | 13k | 73.16 |
2022-12-31 | $895k | 12k | 75.57 |
2022-09-30 | $354k | 5.3k | 66.44 |
2022-06-30 | $339k | 4.7k | 71.67 |
2022-03-31 | $374k | 4.7k | 78.90 |
2021-12-31 | $350k | 4.3k | 80.76 |
2021-09-30 | $325k | 4.4k | 74.13 |
2021-06-30 | $297k | 3.9k | 75.59 |
2021-03-31 | $243k | 3.3k | 72.99 |
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