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Schwab Strategic Tr us dividend eq shares owned by Financial Partners Group

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

Historical chart of Financial Partners Group 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 Financial Partners Group 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 Financial Partners Group

Quarter filed Position value Share count Share price at filing
2024-06-30 $673k 8.6k 77.76
2024-03-31 $698k 8.7k 80.63
2023-12-31 $681k 8.9k 76.13
2023-09-30 $631k 8.9k 70.76
2023-06-30 $645k 8.9k 72.62
2023-03-31 $747k 10k 73.16
2022-12-31 $769k 10k 75.54