Schwab Strategic Tr us dividend eq shares owned by Alerus Financial
Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by Alerus Financial
from 13F filings
Historical chart of Alerus Financial investment in Schwab Strategic Tr us dividend eq
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All positions including Schwab Strategic Tr us dividend eq held by Alerus Financial consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Schwab Strategic Tr us dividend eq by Alerus Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.7M | 135k | 27.30 |
| 2025-06-30 | $30k | 1.1k | 26.50 |
| 2022-12-31 | $206k | 2.7k | 75.54 |
| 2022-03-31 | $215k | 2.7k | 79.04 |
| 2021-12-31 | $220k | 2.7k | 80.88 |
| 2021-09-30 | $202k | 2.7k | 74.26 |
| 2021-06-30 | $206k | 2.7k | 75.74 |
| 2020-03-31 | $247k | 5.5k | 44.93 |
| 2019-12-31 | $318k | 5.5k | 57.84 |
| 2019-09-30 | $301k | 5.5k | 54.75 |
| 2019-06-30 | $292k | 5.5k | 53.11 |
| 2019-03-31 | $287k | 5.5k | 52.20 |
| 2018-12-31 | $258k | 5.5k | 46.93 |
| 2018-09-30 | $291k | 5.5k | 52.93 |
| 2018-06-30 | $271k | 5.5k | 49.29 |
| 2018-03-31 | $270k | 5.5k | 49.11 |
| 2017-12-31 | $281k | 5.5k | 51.11 |
| 2017-09-30 | $257k | 5.5k | 46.74 |
| 2017-06-30 | $248k | 5.5k | 45.11 |
| 2017-03-31 | $245k | 5.5k | 44.56 |
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