Schwab Strategic Tr us dividend eq shares owned by Bruce G. Allen Investments
Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by Bruce G. Allen Investments
from 13F filings
Historical chart of Bruce G. Allen Investments investment in Schwab Strategic Tr us dividend eq
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Quarterly reported holdings in Schwab Strategic Tr us dividend eq by Bruce G. Allen Investments
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $8.2M | 299k | 27.30 |
| 2025-06-30 | $7.7M | 292k | 26.50 |
| 2025-03-31 | $8.2M | 295k | 27.96 |
| 2024-12-31 | $7.7M | 282k | 27.32 |
| 2024-09-30 | $7.6M | 90k | 84.53 |
| 2024-06-30 | $6.9M | 89k | 77.76 |
| 2024-03-31 | $7.3M | 90k | 80.63 |
| 2023-12-31 | $6.6M | 86k | 76.13 |
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