Schwab Strategic Tr us dividend eq shares owned by Consolidated Planning Corp
Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by Consolidated Planning Corp
from 13F filings
Historical chart of Consolidated Planning Corp investment in Schwab Strategic Tr us dividend eq
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Quarterly reported holdings in Schwab Strategic Tr us dividend eq by Consolidated Planning Corp
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $2.4M | 29k | 84.53 |
| 2024-06-30 | $2.5M | 32k | 77.76 |
| 2024-03-31 | $2.7M | 33k | 80.63 |
| 2023-12-31 | $2.9M | 38k | 76.13 |
| 2023-09-30 | $3.8M | 54k | 70.76 |
| 2023-06-30 | $8.7M | 120k | 72.62 |
| 2023-03-31 | $246k | 3.4k | 73.16 |
| 2022-12-31 | $254k | 3.4k | 75.54 |
| 2022-09-30 | $226k | 3.4k | 66.47 |
| 2022-06-30 | $251k | 3.5k | 71.73 |
| 2022-03-31 | $265k | 3.4k | 78.89 |
| 2021-12-31 | $272k | 3.4k | 80.98 |
| 2021-09-30 | $249k | 3.4k | 74.13 |
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