Schwab Strategic Tr us dividend eq shares owned by Chicago Partners Investment
Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by Chicago Partners Investment
from 13F filings
Historical chart of Chicago Partners Investment investment in Schwab Strategic Tr us dividend eq
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Quarterly reported holdings in Schwab Strategic Tr us dividend eq by Chicago Partners Investment
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $6.5M | 240k | 27.00 |
| 2025-06-30 | $11M | 407k | 27.38 |
| 2025-03-31 | $13M | 495k | 25.64 |
| 2024-12-31 | $17M | 624k | 27.32 |
| 2024-09-30 | $2.2M | 79k | 28.28 |
| 2024-06-30 | $2.7M | 33k | 82.80 |
| 2024-03-31 | $2.5M | 33k | 77.77 |
| 2023-12-31 | $2.4M | 31k | 76.40 |
| 2023-09-30 | $2.1M | 30k | 68.75 |
| 2023-06-30 | $2.2M | 30k | 74.54 |
| 2023-03-31 | $2.0M | 27k | 73.31 |
| 2022-12-31 | $1.8M | 23k | 77.41 |
| 2022-09-30 | $1.1M | 15k | 74.26 |
| 2022-06-30 | $1.1M | 15k | 74.45 |
| 2022-03-31 | $1.1M | 14k | 75.52 |
| 2021-12-31 | $1.0M | 13k | 77.28 |
| 2021-09-30 | $1.1M | 14k | 78.92 |
| 2021-06-30 | $719k | 9.5k | 76.03 |
| 2021-03-31 | $642k | 8.6k | 74.80 |
| 2020-12-31 | $532k | 8.1k | 65.73 |
| 2018-09-30 | $115k | 2.3k | 49.27 |
| 2018-06-30 | $115k | 2.3k | 49.27 |
| 2018-03-31 | $114k | 2.3k | 48.84 |
| 2017-12-31 | $119k | 2.3k | 50.99 |
| 2017-09-30 | $109k | 2.3k | 46.70 |
| 2017-06-30 | $174k | 4.0k | 43.61 |
| 2017-03-31 | $89k | 2.0k | 44.50 |
| 2016-12-31 | $131k | 3.0k | 43.67 |
| 2016-09-30 | $127k | 3.0k | 42.33 |
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