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Schwab Strategic Tr us dividend eq shares owned by Chesapeake Wealth Management

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

Historical chart of Chesapeake Wealth Management 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 Chesapeake 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 Chesapeake Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $3.1M 40k 76.13
2023-09-30 $3.1M 43k 70.76
2023-06-30 $3.4M 47k 72.62
2023-03-31 $3.5M 48k 73.16
2022-12-31 $3.3M 43k 75.54
2022-09-30 $2.7M 40k 66.43
2022-06-30 $2.2M 31k 71.63
2022-03-31 $2.0M 25k 78.90
2021-12-31 $2.0M 24k 80.84
2021-09-30 $1.8M 24k 74.26
2021-06-30 $2.1M 27k 75.61
2021-03-31 $2.0M 28k 72.92
2020-12-31 $1.7M 27k 64.14
2020-09-30 $1.5M 27k 55.31
2020-06-30 $1.3M 25k 51.75
2020-03-31 $1.1M 25k 44.98
2019-12-31 $1.4M 24k 57.94
2019-09-30 $1.2M 22k 54.76
2019-06-30 $1.2M 23k 53.08
2019-03-31 $1.2M 23k 52.27
2018-12-31 $1.1M 24k 46.97
2018-09-30 $1.3M 24k 53.02
2018-06-30 $1.1M 23k 49.30
2018-03-31 $1.2M 25k 49.05