Schwab Strategic Tr us dividend eq shares owned by Brass Tax Wealth Management
Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by Brass Tax Wealth Management
from 13F filings
Historical chart of Brass Tax Wealth Management investment in Schwab Strategic Tr us dividend eq
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Quarterly reported holdings in Schwab Strategic Tr us dividend eq by Brass Tax Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.5M | 55k | 27.30 |
| 2025-06-30 | $13M | 503k | 26.50 |
| 2025-03-31 | $14M | 488k | 27.96 |
| 2024-12-31 | $13M | 472k | 27.32 |
| 2024-09-30 | $14M | 161k | 84.53 |
| 2024-06-30 | $2.1M | 28k | 77.76 |
| 2024-03-31 | $620k | 7.7k | 80.63 |
More positions owned by Brass Tax Wealth Management
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Top funds holding Schwab Strategic Tr us dividend eq
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