Schwab Strategic Tr us dividend eq shares owned by Anchor Investment Management
Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by Anchor Investment Management
from 13F filings
Historical chart of Anchor 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 Anchor Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.5M | 129k | 27.30 |
| 2025-06-30 | $3.2M | 121k | 26.50 |
| 2025-03-31 | $3.2M | 115k | 27.96 |
| 2024-12-31 | $3.1M | 115k | 27.32 |
| 2024-09-30 | $3.3M | 39k | 84.53 |
| 2024-06-30 | $3.0M | 38k | 77.76 |
| 2024-03-31 | $2.9M | 37k | 80.63 |
| 2023-12-31 | $2.7M | 35k | 76.13 |
| 2023-09-30 | $2.3M | 32k | 70.76 |
| 2023-06-30 | $2.2M | 31k | 72.62 |
| 2023-03-31 | $1.9M | 26k | 73.16 |
| 2022-12-31 | $1.8M | 24k | 75.54 |
| 2022-09-30 | $1.6M | 24k | 66.43 |
| 2022-06-30 | $1.4M | 19k | 71.63 |
| 2022-03-31 | $1.4M | 18k | 78.89 |
| 2021-12-31 | $1.3M | 16k | 80.83 |
| 2021-09-30 | $1.2M | 16k | 74.24 |
| 2021-06-30 | $1.0M | 14k | 75.62 |
| 2021-03-31 | $987k | 14k | 72.92 |
| 2020-12-31 | $600k | 9.3k | 64.14 |
| 2020-09-30 | $359k | 6.5k | 55.30 |
| 2020-06-30 | $186k | 3.6k | 51.75 |
| 2020-03-31 | $148k | 3.3k | 44.98 |
| 2019-12-31 | $143k | 2.5k | 57.93 |
| 2019-09-30 | $121k | 2.2k | 54.78 |
| 2019-06-30 | $74k | 1.4k | 53.06 |
| 2019-03-31 | $68k | 1.3k | 52.27 |
| 2018-12-31 | $72k | 1.5k | 46.96 |
| 2018-09-30 | $12k | 231 | 53.05 |
| 2018-06-30 | $549 | 11 | 49.91 |
| 2018-03-31 | $546 | 11 | 49.64 |
| 2017-12-31 | $567 | 11 | 51.55 |
| 2017-09-30 | $515 | 11 | 46.82 |
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