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Schwab Strategic Tr us dividend eq shares owned by Brio Consultants

Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by Brio Consultants from 13F filings

Historical chart of Brio Consultants investment in Schwab Strategic Tr us dividend eq

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr us dividend eq held by Brio Consultants consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Strategic Tr us dividend eq by Brio Consultants

Quarter filed Position value Share count Share price at filing
2023-09-30 $216k 3.1k 70.76
2023-06-30 $470k 6.5k 72.62
2023-03-31 $33M 452k 73.16
2022-12-31 $32M 418k 75.54
2022-09-30 $29M 399k 71.35
2022-06-30 $31M 440k 71.28
2020-03-31 $300k 6.7k 44.96
2019-12-31 $392k 6.8k 57.92
2019-09-30 $367k 6.7k 54.74
2019-06-30 $330k 6.2k 53.08
2019-03-31 $330k 6.3k 52.26
2018-12-31 $295k 6.3k 47.03