Schwab Strategic Tr us dividend eq shares owned by Capasso Planning Partners
Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by Capasso Planning Partners
from 13F filings
Historical chart of Capasso Planning Partners investment in Schwab Strategic Tr us dividend eq
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Quarterly reported holdings in Schwab Strategic Tr us dividend eq by Capasso Planning Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $7.7M | 91k | 84.53 |
| 2024-06-30 | $7.8M | 100k | 77.76 |
| 2024-03-31 | $2.7M | 34k | 80.63 |
| 2023-12-31 | $3.4M | 44k | 76.13 |
| 2023-09-30 | $3.6M | 50k | 70.76 |
| 2023-06-30 | $3.7M | 51k | 72.62 |
| 2023-03-31 | $3.6M | 49k | 73.16 |
| 2022-12-31 | $3.6M | 47k | 75.54 |
| 2022-09-30 | $3.0M | 45k | 66.42 |
| 2022-06-30 | $3.0M | 42k | 71.63 |
| 2022-03-31 | $3.0M | 39k | 78.88 |
| 2021-12-31 | $3.3M | 40k | 80.83 |
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