Schwab Strategic Tr us dividend eq shares owned by Badgley Phelps Wealth Managers
Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by Badgley Phelps Wealth Managers
from 13F filings
Historical chart of Badgley Phelps Wealth Managers investment in Schwab Strategic Tr us dividend eq
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Quarterly reported holdings in Schwab Strategic Tr us dividend eq by Badgley Phelps Wealth Managers
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $739k | 27k | 27.30 |
| 2025-06-30 | $715k | 27k | 26.50 |
| 2025-03-31 | $753k | 27k | 27.96 |
| 2024-12-31 | $762k | 28k | 27.32 |
| 2024-09-30 | $860k | 10k | 84.53 |
| 2024-03-31 | $279k | 3.5k | 80.64 |
| 2023-12-31 | $296k | 3.9k | 76.14 |
| 2023-09-30 | $252k | 3.6k | 70.77 |
More positions owned by Badgley Phelps Wealth Managers
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