Schwab Strategic Tr us dividend eq shares owned by First Heartland Consultants
Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by First Heartland Consultants
from 13F filings
Historical chart of First Heartland Consultants investment in Schwab Strategic Tr us dividend eq
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Quarterly reported holdings in Schwab Strategic Tr us dividend eq by First Heartland Consultants
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $2.5M | 29k | 84.52 |
| 2024-06-30 | $3.1M | 40k | 77.77 |
| 2024-03-31 | $6.5M | 81k | 80.63 |
| 2023-12-31 | $8.1M | 107k | 76.13 |
| 2023-09-30 | $8.0M | 113k | 70.76 |
| 2023-06-30 | $12M | 159k | 72.62 |
| 2023-03-31 | $11M | 149k | 73.16 |
| 2022-12-31 | $11M | 140k | 75.54 |
| 2022-09-30 | $5.6M | 85k | 66.42 |
| 2022-06-30 | $959k | 13k | 71.60 |
| 2022-03-31 | $1.0M | 13k | 78.84 |
| 2021-12-31 | $601k | 7.4k | 80.76 |
| 2021-09-30 | $258k | 3.5k | 74.37 |
| 2021-06-30 | $292k | 3.9k | 75.75 |
| 2021-03-31 | $290k | 4.0k | 72.94 |
| 2020-12-31 | $256k | 4.0k | 64.22 |
| 2020-09-30 | $200k | 3.6k | 55.25 |
| 2020-06-30 | $282k | 5.5k | 51.71 |
| 2020-03-31 | $245k | 5.4k | 45.05 |
| 2019-12-31 | $283k | 4.9k | 57.98 |
| 2019-09-30 | $235k | 4.3k | 54.73 |
| 2019-06-30 | $230k | 4.3k | 53.11 |
| 2019-03-31 | $260k | 5.0k | 52.20 |
| 2018-12-31 | $260k | 5.5k | 46.89 |
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