Schwab Strategic Tr us dividend eq shares owned by D'Orazio & Associates
Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by D'Orazio & Associates
from 13F filings
Historical chart of D'Orazio & Associates investment in Schwab Strategic Tr us dividend eq
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All positions including Schwab Strategic Tr us dividend eq held by D'Orazio & Associates consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Schwab Strategic Tr us dividend eq by D'Orazio & Associates
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $210k | 7.7k | 27.30 |
| 2025-06-30 | $268k | 10k | 26.50 |
| 2025-03-31 | $631k | 23k | 27.96 |
| 2024-12-31 | $816k | 30k | 27.32 |
| 2024-09-30 | $881k | 10k | 84.53 |
| 2024-03-31 | $1.2M | 15k | 80.63 |
| 2023-12-31 | $1.2M | 16k | 76.13 |
| 2023-09-30 | $3.8M | 53k | 70.76 |
| 2023-06-30 | $5.5M | 76k | 72.62 |
| 2023-03-31 | $6.8M | 92k | 73.16 |
| 2022-12-31 | $7.9M | 104k | 75.54 |
| 2022-09-30 | $2.9M | 43k | 66.43 |
| 2021-03-31 | $3.0k | 40 | 75.00 |
| 2020-12-31 | $3.0k | 40 | 75.00 |
| 2020-09-30 | $2.0k | 40 | 50.00 |
| 2020-06-30 | $2.0k | 40 | 50.00 |
| 2020-03-31 | $88k | 2.0k | 45.11 |
| 2019-12-31 | $113k | 2.0k | 57.92 |
| 2019-09-30 | $108k | 2.0k | 54.57 |
| 2019-06-30 | $4.0k | 68 | 58.82 |
| 2019-03-31 | $4.0k | 68 | 58.82 |
| 2018-12-31 | $3.0k | 68 | 44.12 |
| 2018-09-30 | $2.0k | 38 | 52.63 |
| 2018-06-30 | $2.0k | 38 | 52.63 |
| 2018-03-31 | $2.0k | 38 | 52.63 |
| 2017-12-31 | $2.0k | 38 | 52.63 |
| 2017-06-30 | $2.0k | 53 | 37.74 |
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