Schwab Strategic Tr us dividend eq shares owned by Old Port Advisors
Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by Old Port Advisors
from 13F filings
Historical chart of Old Port Advisors investment in Schwab Strategic Tr us dividend eq
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Quarterly reported holdings in Schwab Strategic Tr us dividend eq by Old Port Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $5.7M | 81k | 70.76 |
| 2023-03-31 | $5.3M | 72k | 73.54 |
| 2022-12-31 | $5.2M | 69k | 75.54 |
| 2022-09-30 | $4.4M | 63k | 69.87 |
| 2022-06-30 | $4.5M | 62k | 71.66 |
| 2022-03-31 | $4.7M | 60k | 79.23 |
| 2021-12-31 | $4.6M | 56k | 81.51 |
| 2021-09-30 | $4.2M | 56k | 75.51 |
| 2021-06-30 | $4.2M | 56k | 75.89 |
| 2021-03-31 | $4.0M | 54k | 72.92 |
| 2020-12-31 | $3.2M | 51k | 63.22 |
| 2020-09-30 | $2.8M | 50k | 55.30 |
| 2020-06-30 | $2.6M | 50k | 51.75 |
| 2020-03-31 | $2.3M | 51k | 44.98 |
| 2019-12-31 | $2.9M | 50k | 57.64 |
| 2019-09-30 | $2.8M | 52k | 54.13 |
| 2019-06-30 | $2.8M | 52k | 53.91 |
| 2019-03-31 | $2.7M | 52k | 52.28 |
| 2018-12-31 | $2.5M | 51k | 48.58 |
| 2018-06-30 | $2.4M | 50k | 49.30 |
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