Schwab Strategic Tr us dividend eq shares owned by Agate Pass Investment Management
Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by Agate Pass Investment Management
from 13F filings
Historical chart of Agate Pass Investment Management investment in Schwab Strategic Tr us dividend eq
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Quarterly reported holdings in Schwab Strategic Tr us dividend eq by Agate Pass Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $2.1M | 26k | 80.63 |
| 2023-12-31 | $2.5M | 33k | 76.13 |
| 2023-09-30 | $2.7M | 38k | 70.76 |
| 2023-06-30 | $3.3M | 45k | 72.62 |
| 2023-03-31 | $3.3M | 45k | 73.16 |
| 2022-12-31 | $3.5M | 46k | 75.54 |
| 2022-09-30 | $3.0M | 45k | 66.43 |
| 2022-06-30 | $3.2M | 44k | 71.63 |
| 2022-03-31 | $3.3M | 41k | 78.90 |
| 2021-12-31 | $2.6M | 32k | 80.83 |
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