Schwab Strategic Tr us dividend eq shares owned by Balentine
Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by Balentine
from 13F filings
Historical chart of Balentine investment in Schwab Strategic Tr us dividend eq
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Quarterly reported holdings in Schwab Strategic Tr us dividend eq by Balentine
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.2M | 82k | 27.30 |
| 2025-06-30 | $2.2M | 82k | 26.50 |
| 2025-03-31 | $96k | 3.4k | 27.96 |
| 2024-12-31 | $94k | 3.4k | 27.32 |
| 2024-09-30 | $97k | 1.1k | 84.53 |
| 2024-06-30 | $89k | 1.1k | 77.76 |
| 2024-03-31 | $93k | 1.1k | 80.63 |
| 2023-12-31 | $373k | 4.9k | 76.13 |
| 2023-09-30 | $81k | 1.1k | 70.76 |
| 2023-06-30 | $83k | 1.1k | 72.62 |
| 2022-12-31 | $49k | 652 | 75.54 |
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