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Schwab Strategic Tr us dividend eq shares owned by P.J. Schmidt Investment Management

Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by P.J. Schmidt Investment Management from 13F filings

Historical chart of P.J. Schmidt Investment 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 P.J. Schmidt Investment 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 P.J. Schmidt Investment Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $917k 11k 80.63
2023-12-31 $802k 10k 77.02
2023-09-30 $473k 6.8k 69.98
2023-06-30 $562k 7.5k 75.33
2023-03-31 $343k 4.8k 71.82
2022-12-31 $265k 3.5k 75.53