Schwab Strategic Tr us dividend eq shares owned by Congress Wealth Management LLC / DE /
Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by Congress Wealth Management LLC / DE /
from 13F filings
Historical chart of Congress Wealth Management LLC / DE / investment in Schwab Strategic Tr us dividend eq
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Quarterly reported holdings in Schwab Strategic Tr us dividend eq by Congress Wealth Management LLC / DE /
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $8.0M | 293k | 27.32 |
| 2024-09-30 | $8.3M | 98k | 84.53 |
| 2024-03-31 | $8.5M | 105k | 80.63 |
| 2023-12-31 | $8.2M | 108k | 76.13 |
| 2023-09-30 | $7.4M | 105k | 70.76 |
| 2023-06-30 | $7.1M | 98k | 72.62 |
| 2023-03-31 | $5.9M | 81k | 73.16 |
| 2022-03-31 | $289k | 3.7k | 79.09 |
| 2021-12-31 | $225k | 2.8k | 80.94 |
More positions owned by Congress Wealth Management LLC / DE /
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