Schwab Strategic Tr us dividend eq shares owned by CWM
Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by CWM
from 13F filings
Historical chart of CWM investment in Schwab Strategic Tr us dividend eq
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Quarterly reported holdings in Schwab Strategic Tr us dividend eq by CWM
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $147M | 5.4M | 27.30 |
| 2025-06-30 | $149M | 5.6M | 26.50 |
| 2025-03-31 | $158M | 5.7M | 27.96 |
| 2024-12-31 | $134M | 4.9M | 27.32 |
| 2024-09-30 | $115M | 1.4M | 84.53 |
| 2024-06-30 | $87M | 1.1M | 77.76 |
| 2024-03-31 | $98M | 1.2M | 80.63 |
| 2023-12-31 | $96M | 1.3M | 76.13 |
| 2023-09-30 | $96M | 1.4M | 70.76 |
| 2023-06-30 | $128M | 1.8M | 72.62 |
| 2023-03-31 | $146M | 2.0M | 73.16 |
| 2022-12-31 | $143M | 1.9M | 75.54 |
| 2022-09-30 | $100M | 1.5M | 66.43 |
| 2022-06-30 | $92M | 1.3M | 71.63 |
| 2022-03-31 | $57M | 717k | 78.89 |
| 2021-12-31 | $29M | 360k | 80.83 |
| 2021-06-30 | $14M | 189k | 75.62 |
| 2021-03-31 | $14M | 189k | 75.62 |
| 2020-12-31 | $7.8M | 122k | 64.14 |
| 2020-09-30 | $2.5M | 46k | 55.30 |
| 2020-06-30 | $1.4M | 27k | 51.75 |
| 2020-03-31 | $907k | 20k | 44.97 |
| 2019-12-31 | $4.6M | 79k | 57.92 |
| 2019-09-30 | $1.4M | 26k | 54.76 |
| 2019-06-30 | $1.1M | 21k | 53.09 |
| 2019-03-31 | $1.6M | 31k | 52.28 |
| 2018-12-31 | $2.1M | 44k | 46.97 |
| 2018-09-30 | $3.5M | 67k | 52.99 |
| 2018-06-30 | $1.1M | 22k | 49.28 |
| 2017-09-30 | $5.0k | 109 | 45.87 |
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