Schwab Strategic Tr us dividend eq shares owned by Breakwater Capital Group
Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by Breakwater Capital Group
from 13F filings
Historical chart of Breakwater Capital Group investment in Schwab Strategic Tr us dividend eq
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Quarterly reported holdings in Schwab Strategic Tr us dividend eq by Breakwater Capital Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $690k | 8.2k | 84.53 |
| 2024-06-30 | $604k | 7.8k | 77.76 |
| 2024-03-31 | $620k | 7.7k | 80.63 |
| 2023-12-31 | $589k | 7.7k | 76.92 |
| 2023-09-30 | $504k | 7.4k | 68.15 |
| 2023-06-30 | $212k | 2.9k | 72.62 |
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