Schwab Strategic Tr us dividend eq shares owned by Berkeley
Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by Berkeley
from 13F filings
Historical chart of Berkeley investment in Schwab Strategic Tr us dividend eq
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Quarterly reported holdings in Schwab Strategic Tr us dividend eq by Berkeley
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.8M | 175k | 27.30 |
| 2025-06-30 | $4.7M | 177k | 26.50 |
| 2025-03-31 | $4.9M | 176k | 27.96 |
| 2024-12-31 | $4.8M | 175k | 27.32 |
| 2024-09-30 | $4.8M | 57k | 84.53 |
| 2024-06-30 | $4.4M | 56k | 77.76 |
| 2024-03-31 | $19M | 241k | 80.63 |
| 2023-12-31 | $18M | 236k | 76.13 |
| 2023-09-30 | $16M | 221k | 70.76 |
| 2023-06-30 | $15M | 211k | 72.62 |
| 2023-03-31 | $15M | 205k | 73.16 |
| 2022-12-31 | $15M | 192k | 75.54 |
| 2022-09-30 | $12M | 184k | 66.43 |
| 2022-06-30 | $12M | 160k | 71.63 |
| 2022-03-31 | $10M | 127k | 78.89 |
| 2021-12-31 | $9.4M | 116k | 80.83 |
| 2021-09-30 | $8.4M | 114k | 74.24 |
| 2021-06-30 | $8.6M | 113k | 75.62 |
| 2021-03-31 | $8.2M | 113k | 72.92 |
| 2020-12-31 | $6.7M | 104k | 64.14 |
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