Schwab Strategic Tr us dividend eq shares owned by Ballast Advisors
Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by Ballast Advisors
from 13F filings
Historical chart of Ballast Advisors investment in Schwab Strategic Tr us dividend eq
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Quarterly reported holdings in Schwab Strategic Tr us dividend eq by Ballast Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $100k | 1.2k | 84.53 |
| 2024-06-30 | $92k | 1.2k | 77.76 |
| 2024-03-31 | $96k | 1.2k | 80.63 |
| 2023-12-31 | $90k | 1.2k | 76.13 |
| 2023-09-30 | $84k | 1.2k | 70.76 |
| 2023-06-30 | $98k | 1.3k | 72.62 |
| 2023-03-31 | $98k | 1.3k | 73.16 |
| 2022-12-31 | $95k | 1.3k | 75.54 |
| 2022-09-30 | $84k | 1.3k | 66.67 |
| 2022-06-30 | $90k | 1.3k | 71.43 |
| 2022-03-31 | $94k | 1.2k | 79.19 |
| 2021-12-31 | $96k | 1.2k | 80.88 |
| 2021-09-30 | $88k | 1.2k | 74.14 |
| 2021-06-30 | $90k | 1.2k | 75.82 |
| 2021-03-31 | $87k | 1.2k | 73.29 |
| 2020-12-31 | $76k | 1.2k | 64.03 |
| 2020-09-30 | $66k | 1.2k | 55.60 |
| 2020-06-30 | $61k | 1.2k | 51.39 |
| 2020-03-31 | $53k | 1.2k | 44.65 |
| 2019-12-31 | $69k | 1.2k | 58.13 |
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