Schwab Strategic Tr us dividend eq shares owned by Catalytic Wealth RIA
Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by Catalytic Wealth RIA
from 13F filings
Historical chart of Catalytic Wealth RIA investment in Schwab Strategic Tr us dividend eq
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Quarterly reported holdings in Schwab Strategic Tr us dividend eq by Catalytic Wealth RIA
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.9M | 71k | 27.30 |
| 2025-06-30 | $342k | 13k | 26.50 |
| 2025-03-31 | $281k | 10k | 27.96 |
| 2024-12-31 | $274k | 10k | 27.32 |
| 2024-09-30 | $283k | 3.3k | 84.53 |
| 2024-06-30 | $260k | 3.3k | 77.76 |
| 2024-03-31 | $270k | 3.3k | 80.63 |
| 2023-12-31 | $255k | 3.3k | 76.13 |
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