Schwab Strategic Tr us dividend eq shares owned by Forte Capital
Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by Forte Capital
from 13F filings
Historical chart of Forte Capital 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 Forte Capital 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 Forte Capital
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $272k | 3.2k | 84.52 |
2024-06-30 | $527k | 6.8k | 77.76 |
2024-03-31 | $557k | 6.9k | 80.63 |
2023-12-31 | $526k | 6.9k | 76.14 |
2023-09-30 | $488k | 6.9k | 70.76 |
2023-06-30 | $503k | 6.9k | 72.62 |
2023-03-31 | $506k | 6.9k | 73.16 |
2022-12-31 | $537k | 7.1k | 75.54 |
2022-09-30 | $471k | 7.1k | 66.38 |
2022-06-30 | $949k | 13k | 71.64 |
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