Schwab Strategic Tr us dividend eq shares owned by Bogart Wealth
Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by Bogart Wealth
from 13F filings
Historical chart of Bogart Wealth investment in Schwab Strategic Tr us dividend eq
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Quarterly reported holdings in Schwab Strategic Tr us dividend eq by Bogart Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $341k | 4.2k | 80.63 |
| 2023-12-31 | $364k | 4.8k | 76.13 |
| 2023-09-30 | $329k | 4.6k | 70.76 |
| 2023-06-30 | $498k | 6.9k | 72.62 |
| 2023-03-31 | $50M | 677k | 73.16 |
| 2022-12-31 | $47M | 624k | 75.54 |
| 2022-09-30 | $40M | 609k | 66.43 |
| 2022-06-30 | $1.7M | 24k | 71.64 |
| 2022-03-31 | $13k | 168 | 77.38 |
| 2021-12-31 | $14k | 168 | 83.33 |
| 2021-09-30 | $12k | 166 | 72.29 |
| 2021-06-30 | $11k | 140 | 78.57 |
| 2021-03-31 | $6.0k | 79 | 75.95 |
| 2020-12-31 | $46k | 719 | 63.98 |
| 2020-09-30 | $36k | 666 | 54.05 |
| 2020-06-30 | $45k | 874 | 51.49 |
| 2020-03-31 | $757k | 17k | 44.96 |
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