Schwab Strategic Tr us dividend eq shares owned by Forum Financial Management
Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by Forum Financial Management
from 13F filings
Historical chart of Forum Financial Management investment in Schwab Strategic Tr us dividend eq
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Quarterly reported holdings in Schwab Strategic Tr us dividend eq by Forum Financial Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $957k | 31k | 30.68 |
| 2025-12-31 | $794k | 29k | 27.43 |
| 2025-09-30 | $724k | 27k | 27.30 |
| 2025-06-30 | $660k | 25k | 26.50 |
| 2025-03-31 | $634k | 23k | 27.96 |
| 2024-12-31 | $563k | 21k | 27.32 |
| 2024-09-30 | $477k | 5.6k | 84.52 |
| 2024-06-30 | $400k | 5.1k | 77.76 |
| 2024-03-31 | $217k | 2.7k | 80.63 |
| 2023-06-30 | $290k | 4.0k | 72.62 |
| 2023-03-31 | $323k | 4.4k | 73.17 |
| 2022-12-31 | $318k | 4.2k | 75.54 |
| 2022-09-30 | $250k | 3.8k | 66.44 |
| 2022-06-30 | $280k | 3.9k | 71.70 |
| 2022-03-31 | $322k | 4.1k | 78.84 |
| 2021-12-31 | $336k | 4.2k | 80.77 |
More positions owned by Forum Financial Management
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