Schwab Strategic Tr us dividend eq shares owned by Sage Financial Management Group
Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by Sage Financial Management Group
from 13F filings
Historical chart of Sage Financial Management Group investment in Schwab Strategic Tr us dividend eq
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Quarterly reported holdings in Schwab Strategic Tr us dividend eq by Sage Financial Management Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $5.5M | 68k | 80.64 |
| 2023-12-31 | $4.4M | 58k | 76.14 |
| 2023-09-30 | $3.9M | 55k | 70.75 |
| 2023-03-31 | $2.9M | 40k | 73.16 |
| 2022-12-31 | $3.6M | 47k | 75.54 |
| 2022-09-30 | $2.6M | 40k | 66.44 |
| 2022-06-30 | $2.8M | 40k | 71.62 |
| 2022-03-31 | $3.0M | 38k | 78.89 |
| 2021-12-31 | $2.8M | 35k | 80.85 |
| 2021-06-30 | $2.3M | 31k | 75.63 |
| 2021-03-31 | $2.0M | 28k | 72.93 |
| 2020-12-31 | $1.6M | 445 | 3626.97 |
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