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Schwab Strategic Tr us dividend eq shares owned by Change Path

Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by Change Path from 13F filings

Historical chart of Change Path investment in Schwab Strategic Tr us dividend eq

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr us dividend eq held by Change Path consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Strategic Tr us dividend eq by Change Path

Quarter filed Position value Share count Share price at filing
2023-12-31 $2.4M 32k 76.13
2023-09-30 $4.9M 69k 70.76
2023-06-30 $6.5M 90k 72.42
2023-03-31 $9.4M 129k 73.16
2022-12-31 $7.2M 95k 75.54
2022-09-30 $5.6M 84k 66.43
2022-06-30 $4.5M 63k 71.63
2022-03-31 $2.3M 29k 78.90
2021-12-31 $1.3M 16k 80.81
2021-09-30 $1.0M 14k 74.24
2021-06-30 $759k 14k 52.63
2021-03-31 $1.3M 15k 83.33
2020-12-31 $755k 12k 64.16
2020-09-30 $359k 6.4k 56.07
2020-06-30 $392k 7.4k 53.05
2020-03-31 $466k 11k 44.32
2019-12-31 $502k 8.7k 57.91
2019-09-30 $444k 8.1k 54.98
2019-06-30 $532k 10k 53.10
2019-03-31 $601k 12k 52.15
2018-12-31 $519k 11k 47.08
2018-09-30 $528k 10k 52.91
2018-06-30 $633k 13k 49.70
2018-03-31 $406k 8.2k 49.67