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Schwab Strategic Tr us dividend eq shares owned by Emerald Investment Partners

Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by Emerald Investment Partners from 13F filings

Historical chart of Emerald Investment Partners 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 Emerald Investment Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Strategic Tr us dividend eq by Emerald Investment Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.4M 17k 80.63
2023-12-31 $1.3M 17k 76.13
2023-09-30 $1.2M 17k 70.76
2023-06-30 $1.3M 17k 72.62
2023-03-31 $1.2M 16k 73.16
2022-12-31 $1.2M 16k 75.54
2022-09-30 $1.1M 16k 66.44
2022-06-30 $1.2M 16k 71.63
2022-03-31 $1.3M 16k 78.88
2021-06-30 $5.1M 67k 75.63
2021-03-31 $4.2M 58k 72.92
2020-12-31 $344k 5.4k 64.06
2020-09-30 $243k 4.4k 55.40
2020-03-31 $12k 260 46.15
2019-12-31 $15k 260 57.69
2019-09-30 $14k 260 53.85
2019-06-30 $14k 260 53.85
2019-03-31 $14k 260 53.85