Schwab Strategic Tr us dividend eq shares owned by Epstein & White Financial
Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by Epstein & White Financial
from 13F filings
Historical chart of Epstein & White Financial 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 Epstein & White Financial 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 Epstein & White Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2021-06-30 | $451k | 6.0k | 75.76 |
| 2021-03-31 | $347k | 4.8k | 73.01 |
| 2020-12-31 | $305k | 4.8k | 64.18 |
| 2020-09-30 | $319k | 5.8k | 55.34 |
| 2020-06-30 | $368k | 7.1k | 51.83 |
| 2020-03-31 | $329k | 7.3k | 44.81 |
| 2019-12-31 | $421k | 7.3k | 57.89 |
| 2019-09-30 | $395k | 7.2k | 54.71 |
| 2019-06-30 | $378k | 7.1k | 53.16 |
| 2019-03-31 | $372k | 7.1k | 52.31 |
| 2018-12-31 | $359k | 7.6k | 47.03 |
| 2018-09-30 | $402k | 7.6k | 53.06 |
| 2018-06-30 | $373k | 7.6k | 49.19 |
| 2018-03-31 | $431k | 8.8k | 48.88 |
| 2017-12-31 | $452k | 8.6k | 52.66 |
Top funds holding Schwab Strategic Tr us dividend eq
View all funds holding Schwab Strategic Tr us dividend eq