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Schwab Strategic Tr us dividend eq shares owned by Baldwin Investment Management

Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by Baldwin Investment Management from 13F filings

Historical chart of Baldwin Investment Management 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 Baldwin Investment Management 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 Baldwin Investment Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $618k 23k 27.30
2025-06-30 $602k 23k 26.50
2025-03-31 $629k 23k 27.96
2024-12-31 $743k 27k 27.32
2024-09-30 $1.3M 15k 84.53
2024-06-30 $1.3M 17k 77.76
2024-03-31 $1.4M 17k 80.63
2023-12-31 $898k 12k 76.13
2023-09-30 $907k 13k 70.76
2023-06-30 $924k 13k 72.62
2023-03-31 $925k 13k 73.16
2022-12-31 $906k 12k 75.54
2022-09-30 $795k 12k 66.41
2022-06-30 $1.3M 18k 71.64
2022-03-31 $1.4M 18k 78.87
2021-12-31 $1.4M 18k 80.83
2021-09-30 $869k 12k 74.20
2021-06-30 $885k 12k 75.59
2021-03-31 $844k 12k 72.90
2020-12-31 $772k 12k 64.12
2020-09-30 $611k 11k 55.28
2020-06-30 $471k 9.1k 51.76
2020-03-31 $391k 8.7k 44.96
2019-12-31 $504k 8.7k 57.97
2019-09-30 $436k 8.0k 54.84
2019-06-30 $422k 8.0k 53.08
2019-03-31 $416k 8.0k 52.33
2018-12-31 $373k 8.0k 46.92
2018-09-30 $421k 8.0k 52.96
2018-06-30 $392k 8.0k 49.31

More positions owned by Baldwin Investment Management

Berkshire Hathaway Inc A Cl A (BRK.A)
Broadcom Common Stock (AVGO)
Nvidia Corp Common Stock (NVDA)
Apple Common Stock (AAPL)
Microsoft Corp Common Stock (MSFT)
J.P. Morgan Chase & Co Common Stock (JPM)
Lam Research Corp Common Stock (LRCX)
Costco Wholesale Corporation Common Stock (COST)
Berkshire Hathaway Inc B CL B (BRK.B)
Amazon.com Common Stock (AMZN)
Eli Lilly & Company Common Stock (LLY)
Alphabet Inc Class A Common Stock (GOOGL)
Visa Common Stock (V)
RTX Corp Common Stock (RTX)
Abbvie Common Stock (ABBV)

View all positions for Baldwin Investment Management

Top funds holding Schwab Strategic Tr us dividend eq

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Commonwealth Equity Services
Advisor Group Holdings
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View all funds holding Schwab Strategic Tr us dividend eq