Schwab Strategic Tr us dividend eq shares owned by Burleson & Company
Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by Burleson & Company
from 13F filings
Historical chart of Burleson & Company investment in Schwab Strategic Tr us dividend eq
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Quarterly reported holdings in Schwab Strategic Tr us dividend eq by Burleson & Company
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2022-12-31 | $7.5M | 99k | 75.54 |
| 2022-09-30 | $6.6M | 99k | 66.43 |
| 2022-06-30 | $7.0M | 98k | 71.63 |
| 2022-03-31 | $13M | 162k | 78.89 |
| 2021-12-31 | $13M | 159k | 80.83 |
| 2021-09-30 | $11M | 154k | 74.24 |
| 2021-06-30 | $9.1M | 120k | 75.62 |
| 2021-03-31 | $8.4M | 115k | 72.92 |
| 2020-12-31 | $7.8M | 121k | 64.14 |
| 2020-09-30 | $7.2M | 124k | 58.03 |
| 2020-06-30 | $6.6M | 118k | 56.24 |
| 2020-03-31 | $6.0M | 118k | 50.81 |
| 2019-12-31 | $5.7M | 97k | 59.21 |
| 2019-09-30 | $3.4M | 62k | 55.13 |
| 2019-06-30 | $3.1M | 58k | 53.18 |
| 2019-03-31 | $3.2M | 60k | 53.99 |
| 2018-12-31 | $3.5M | 67k | 51.71 |
| 2018-09-30 | $3.1M | 62k | 50.60 |
| 2018-06-30 | $2.9M | 59k | 49.29 |
| 2018-03-31 | $2.7M | 55k | 49.03 |
| 2017-12-31 | $2.7M | 52k | 51.17 |
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