Schwab Strategic Tr us dividend eq shares owned by Diversified
Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by Diversified
from 13F filings
Historical chart of Diversified investment in Schwab Strategic Tr us dividend eq
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Quarterly reported holdings in Schwab Strategic Tr us dividend eq by Diversified
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $102M | 1.2M | 84.53 |
| 2024-06-30 | $92M | 1.2M | 77.76 |
| 2024-03-31 | $91M | 1.1M | 80.63 |
| 2023-12-31 | $15M | 190k | 76.13 |
| 2023-09-30 | $14M | 198k | 70.76 |
| 2023-06-30 | $15M | 205k | 72.62 |
| 2023-03-31 | $16M | 214k | 73.16 |
| 2022-12-31 | $12M | 154k | 75.54 |
| 2022-09-30 | $8.4M | 126k | 66.43 |
| 2022-06-30 | $11M | 151k | 71.63 |
| 2022-03-31 | $8.4M | 106k | 78.88 |
| 2021-12-31 | $7.1M | 87k | 80.87 |
| 2021-09-30 | $5.1M | 71k | 71.62 |
| 2021-06-30 | $3.2M | 42k | 75.63 |
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