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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

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Quarterly 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