Schwab Strategic Tr us dividend eq shares owned by Aspiriant
Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by Aspiriant
from 13F filings
Historical chart of Aspiriant investment in Schwab Strategic Tr us dividend eq
Tip: Access up to 7 years of quarterly data
All positions including Schwab Strategic Tr us dividend eq held by Aspiriant consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Schwab Strategic Tr us dividend eq by Aspiriant
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.1M | 40k | 27.30 |
| 2025-06-30 | $1.2M | 45k | 26.50 |
| 2025-03-31 | $1.4M | 50k | 27.96 |
| 2024-12-31 | $1.4M | 50k | 27.32 |
| 2024-09-30 | $1.3M | 15k | 84.53 |
| 2024-06-30 | $1.2M | 15k | 77.76 |
| 2024-03-31 | $1.2M | 15k | 80.63 |
| 2023-12-31 | $1.2M | 16k | 76.13 |
| 2023-09-30 | $1.1M | 16k | 70.76 |
| 2023-06-30 | $1.2M | 17k | 72.62 |
| 2023-03-31 | $885k | 12k | 73.16 |
| 2022-12-31 | $920k | 12k | 75.54 |
| 2022-09-30 | $815k | 12k | 66.33 |
| 2022-06-30 | $386k | 5.4k | 71.77 |
| 2022-03-31 | $408k | 5.2k | 78.99 |
| 2021-12-31 | $442k | 5.5k | 80.67 |
| 2021-09-30 | $368k | 5.0k | 74.21 |
| 2021-06-30 | $514k | 6.8k | 75.53 |
| 2021-03-31 | $924k | 13k | 72.93 |
| 2020-12-31 | $844k | 13k | 64.16 |
| 2020-09-30 | $402k | 7.3k | 55.18 |
| 2020-06-30 | $377k | 7.3k | 51.75 |
| 2020-03-31 | $327k | 7.3k | 44.89 |
| 2019-12-31 | $446k | 7.7k | 57.84 |
| 2019-09-30 | $422k | 7.7k | 54.73 |
| 2019-06-30 | $745k | 14k | 53.03 |
| 2019-03-31 | $403k | 7.7k | 52.26 |
| 2018-12-31 | $362k | 7.7k | 46.95 |
Top funds holding Schwab Strategic Tr us dividend eq
View all funds holding Schwab Strategic Tr us dividend eq