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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All positions including Schwab Strategic Tr us dividend eq held by Ballast consolidated in one spreadsheet with up to 7 years of data
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
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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