Schwab Strategic Tr us dividend eq shares owned by Ballast
Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by Ballast
from 13F filings
Historical chart of Ballast investment in Schwab Strategic Tr us dividend eq
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Quarterly reported holdings in Schwab Strategic Tr us dividend eq by Ballast
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $394k | 14k | 27.30 |
| 2025-06-30 | $382k | 14k | 26.50 |
| 2025-03-31 | $403k | 14k | 27.96 |
| 2024-12-31 | $394k | 14k | 27.32 |
| 2024-09-30 | $407k | 4.8k | 84.53 |
| 2024-06-30 | $366k | 4.7k | 77.76 |
| 2024-03-31 | $379k | 4.7k | 80.63 |
| 2023-12-31 | $358k | 4.7k | 76.13 |
| 2023-09-30 | $333k | 4.7k | 70.76 |
| 2023-06-30 | $341k | 4.7k | 72.62 |
| 2023-03-31 | $344k | 4.7k | 73.16 |
| 2022-12-31 | $355k | 4.7k | 75.54 |
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