Schwab Strategic Tr us dividend eq shares owned by Cherry Tree Wealth Management
Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by Cherry Tree Wealth Management
from 13F filings
Historical chart of Cherry Tree Wealth Management investment in Schwab Strategic Tr us dividend eq
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All positions including Schwab Strategic Tr us dividend eq held by Cherry Tree Wealth Management 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 Cherry Tree Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-06-30 | $393k | 5.1k | 77.76 |
2024-03-31 | $407k | 5.1k | 80.63 |
2023-12-31 | $337k | 4.4k | 76.13 |
2023-09-30 | $313k | 4.4k | 70.76 |
2023-06-30 | $321k | 4.4k | 72.62 |
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