Schwab Strategic Tr us dividend eq shares owned by Financial Planning & Information Services
Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by Financial Planning & Information Services
from 13F filings
Historical chart of Financial Planning & Information Services 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 Planning & Information Services consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Schwab Strategic Tr us dividend eq by Financial Planning & Information Services
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $17M | 203k | 84.53 |
2024-06-30 | $12M | 159k | 77.76 |
2024-03-31 | $11M | 141k | 80.63 |
2023-09-30 | $4.0M | 57k | 70.76 |
2023-06-30 | $2.3M | 32k | 72.62 |
2023-03-31 | $1.1M | 15k | 73.16 |
2022-12-31 | $283k | 3.7k | 75.54 |
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Top funds holding Schwab Strategic Tr us dividend eq
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