Schwab Strategic Tr us dividend eq shares owned by Center for Financial Planning
Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by Center for Financial Planning
from 13F filings
Historical chart of Center for Financial Planning investment in Schwab Strategic Tr us dividend eq
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All positions including Schwab Strategic Tr us dividend eq held by Center for Financial Planning consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Schwab Strategic Tr us dividend eq by Center for Financial Planning
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $91k | 1.1k | 80.63 |
2023-12-31 | $114k | 1.5k | 76.15 |
2023-09-30 | $106k | 1.5k | 70.74 |
2023-06-30 | $108k | 1.5k | 72.63 |
2023-03-31 | $57k | 772 | 73.14 |
2022-12-31 | $58k | 769 | 75.51 |
2022-09-30 | $51k | 765 | 66.67 |
2022-06-30 | $29k | 404 | 71.78 |
2022-03-31 | $32k | 404 | 79.21 |
2021-12-31 | $33k | 404 | 81.68 |
2021-09-30 | $30k | 404 | 74.26 |
2021-06-30 | $31k | 404 | 76.73 |
2021-03-31 | $29k | 404 | 71.78 |
2020-12-31 | $26k | 404 | 64.36 |
2020-09-30 | $22k | 404 | 54.46 |
2020-06-30 | $21k | 404 | 51.98 |
2020-03-31 | $18k | 404 | 44.55 |
2019-12-31 | $23k | 404 | 56.93 |
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