Schwab Strategic Tr us dividend eq shares owned by Broadleaf Partners
Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by Broadleaf Partners
from 13F filings
Historical chart of Broadleaf Partners investment in Schwab Strategic Tr us dividend eq
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Quarterly reported holdings in Schwab Strategic Tr us dividend eq by Broadleaf Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $4.6M | 54k | 84.53 |
| 2024-06-30 | $4.1M | 53k | 77.76 |
| 2024-03-31 | $4.2M | 52k | 80.63 |
| 2023-09-30 | $3.7M | 52k | 70.76 |
| 2023-06-30 | $3.2M | 44k | 72.62 |
| 2023-03-31 | $3.2M | 43k | 73.16 |
| 2022-12-31 | $3.0M | 40k | 75.53 |
| 2022-09-30 | $2.6M | 39k | 66.43 |
| 2022-06-30 | $2.8M | 39k | 71.63 |
| 2022-03-31 | $3.4M | 43k | 78.89 |
| 2021-12-31 | $3.7M | 46k | 80.83 |
| 2021-09-30 | $3.4M | 46k | 74.24 |
| 2021-06-30 | $3.5M | 46k | 75.62 |
| 2021-03-31 | $3.5M | 48k | 72.92 |
| 2020-12-31 | $3.2M | 49k | 64.14 |
| 2020-09-30 | $2.6M | 47k | 55.29 |
| 2020-06-30 | $2.4M | 46k | 51.75 |
| 2020-03-31 | $2.1M | 47k | 44.97 |
| 2019-12-31 | $1.9M | 34k | 57.91 |
| 2019-09-30 | $1.8M | 32k | 54.77 |
| 2019-06-30 | $1.6M | 31k | 53.05 |
| 2019-03-31 | $1.5M | 29k | 51.83 |
| 2018-12-31 | $1.3M | 29k | 46.95 |
| 2018-09-30 | $1.5M | 28k | 53.00 |
| 2018-06-30 | $2.5M | 51k | 49.28 |
| 2018-03-31 | $1.1M | 23k | 49.01 |
| 2017-12-31 | $1.1M | 21k | 51.17 |
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