Schwab Strategic Tr us dividend eq shares owned by D.B. Root & Company
Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by D.B. Root & Company
from 13F filings
Historical chart of D.B. Root & Company 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 D.B. Root & Company consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Schwab Strategic Tr us dividend eq by D.B. Root & Company
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $5.7M | 207k | 27.30 |
| 2025-06-30 | $5.6M | 213k | 26.50 |
| 2025-03-31 | $5.5M | 196k | 27.96 |
| 2024-12-31 | $5.8M | 211k | 27.32 |
| 2024-09-30 | $5.6M | 67k | 84.53 |
| 2024-06-30 | $5.2M | 67k | 77.76 |
| 2024-03-31 | $5.7M | 71k | 80.63 |
| 2023-12-31 | $5.2M | 68k | 76.13 |
| 2023-09-30 | $5.0M | 70k | 70.76 |
| 2023-06-30 | $5.2M | 71k | 72.62 |
| 2023-03-31 | $5.1M | 69k | 73.16 |
| 2022-12-31 | $5.2M | 69k | 75.54 |
| 2022-09-30 | $4.2M | 63k | 66.42 |
| 2022-06-30 | $4.3M | 59k | 71.62 |
| 2022-03-31 | $4.4M | 55k | 78.88 |
| 2021-12-31 | $4.5M | 56k | 80.82 |
| 2021-09-30 | $4.2M | 57k | 74.23 |
| 2021-06-30 | $4.7M | 62k | 75.61 |
| 2021-03-31 | $4.5M | 62k | 72.91 |
| 2020-12-31 | $3.9M | 61k | 64.13 |
| 2020-09-30 | $3.8M | 69k | 55.30 |
| 2020-06-30 | $3.5M | 68k | 51.74 |
| 2020-03-31 | $3.1M | 68k | 44.97 |
| 2019-12-31 | $4.1M | 70k | 57.92 |
| 2019-09-30 | $3.8M | 69k | 54.78 |
| 2019-06-30 | $4.1M | 78k | 53.07 |
| 2019-03-31 | $5.8M | 110k | 52.28 |
| 2018-12-31 | $5.4M | 102k | 53.00 |
| 2018-09-30 | $5.4M | 102k | 53.00 |
| 2018-06-30 | $4.8M | 97k | 49.29 |
| 2018-03-31 | $5.1M | 104k | 49.03 |
| 2017-12-31 | $4.9M | 96k | 51.17 |
Top funds holding Schwab Strategic Tr us dividend eq
View all funds holding Schwab Strategic Tr us dividend eq