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Schwab Strategic Tr us dividend eq shares owned by Asset Planning Corporation

Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by Asset Planning Corporation from 13F filings

Historical chart of Asset Planning Corporation 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 Asset Planning Corporation consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Strategic Tr us dividend eq by Asset Planning Corporation

Quarter filed Position value Share count Share price at filing
2024-09-30 $7.0M 82k 84.53
2024-06-30 $6.5M 83k 77.76
2024-03-31 $7.9M 98k 80.63
2023-12-31 $7.3M 96k 76.13
2023-09-30 $6.7M 95k 70.76
2023-06-30 $6.6M 91k 72.62
2023-03-31 $6.8M 94k 73.16
2022-12-31 $7.1M 94k 75.54
2022-09-30 $5.8M 88k 66.43
2022-06-30 $5.7M 79k 71.63
2022-03-31 $340k 4.3k 78.90