Schwab Strategic Tr us dividend eq shares owned by WFA of San Diego
Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by WFA of San Diego
from 13F filings
Historical chart of WFA of San Diego investment in Schwab Strategic Tr us dividend eq
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Quarterly reported holdings in Schwab Strategic Tr us dividend eq by WFA of San Diego
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $733k | 10k | 70.76 |
| 2023-06-30 | $815k | 11k | 72.62 |
| 2023-03-31 | $869k | 12k | 73.16 |
| 2022-12-31 | $1.1M | 15k | 75.54 |
| 2022-09-30 | $1.0M | 15k | 66.42 |
| 2022-06-30 | $1.1M | 15k | 71.60 |
| 2022-03-31 | $1.3M | 17k | 78.88 |
| 2021-12-31 | $1.4M | 17k | 80.82 |
| 2021-09-30 | $1.3M | 17k | 74.23 |
| 2021-06-30 | $1.4M | 18k | 75.64 |
| 2021-03-31 | $1.4M | 19k | 72.91 |
| 2020-12-31 | $63 | 21k | 0.00 |
| 2020-09-30 | $1.2M | 21k | 55.28 |
| 2020-06-30 | $1.1M | 22k | 51.77 |
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