Schwab Strategic Tr us dividend eq shares owned by Altus Wealth Group
Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by Altus Wealth Group
from 13F filings
Historical chart of Altus Wealth Group investment in Schwab Strategic Tr us dividend eq
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Quarterly reported holdings in Schwab Strategic Tr us dividend eq by Altus Wealth Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.2M | 14k | 84.53 |
| 2024-06-30 | $1.0M | 13k | 77.76 |
| 2024-03-31 | $935k | 12k | 80.63 |
| 2023-12-31 | $849k | 11k | 76.13 |
| 2023-09-30 | $848k | 12k | 70.76 |
| 2023-06-30 | $857k | 12k | 72.62 |
| 2023-03-31 | $796k | 11k | 73.16 |
| 2022-12-31 | $822k | 11k | 75.54 |
| 2022-03-31 | $253k | 3.2k | 79.04 |
| 2021-03-31 | $23k | 306 | 75.16 |
| 2020-12-31 | $24k | 306 | 76.92 |
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