Schwab Strategic Tr us dividend eq shares owned by First Foundation Advisors
Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by First Foundation Advisors
from 13F filings
Historical chart of First Foundation Advisors investment in Schwab Strategic Tr us dividend eq
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Quarterly reported holdings in Schwab Strategic Tr us dividend eq by First Foundation Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $434k | 16k | 27.30 |
| 2025-06-30 | $408k | 15k | 26.50 |
| 2025-03-31 | $386k | 14k | 27.96 |
| 2024-12-31 | $338k | 12k | 27.32 |
| 2024-09-30 | $332k | 3.9k | 84.53 |
| 2024-06-30 | $266k | 3.4k | 77.77 |
| 2024-03-31 | $276k | 3.4k | 80.64 |
| 2023-12-31 | $265k | 3.5k | 76.13 |
| 2023-09-30 | $251k | 3.5k | 70.76 |
| 2023-06-30 | $1.0M | 14k | 72.62 |
| 2023-03-31 | $1.0M | 14k | 73.16 |
| 2022-12-31 | $1.4M | 18k | 75.54 |
| 2022-09-30 | $218k | 3.3k | 66.56 |
| 2020-09-30 | $246k | 4.5k | 55.24 |
| 2020-06-30 | $230k | 4.4k | 51.77 |
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