Schwab Strategic Tr us dividend eq shares owned by Fundamentun
Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by Fundamentun
from 13F filings
Historical chart of Fundamentun investment in Schwab Strategic Tr us dividend eq
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All positions including Schwab Strategic Tr us dividend eq held by Fundamentun consolidated in one spreadsheet with up to 7 years of data
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $19M | 226k | 84.53 |
2024-06-30 | $17M | 215k | 77.76 |
2024-03-31 | $17M | 210k | 80.63 |
2023-12-31 | $16M | 207k | 76.13 |
2023-09-30 | $15M | 205k | 70.76 |
2023-06-30 | $14M | 197k | 72.62 |
2023-03-31 | $14M | 186k | 73.16 |
2022-12-31 | $14M | 182k | 75.54 |
2022-09-30 | $12M | 186k | 66.43 |
2022-06-30 | $14M | 193k | 71.63 |
2022-03-31 | $15M | 194k | 78.89 |
2021-12-31 | $17M | 206k | 80.83 |
2021-09-30 | $15M | 200k | 74.24 |
2021-06-30 | $14M | 190k | 75.62 |
2021-03-31 | $13M | 180k | 72.92 |
2020-12-31 | $13M | 201k | 64.14 |
2020-09-30 | $11M | 198k | 55.30 |
2020-06-30 | $10M | 199k | 51.75 |
2020-03-31 | $8.8M | 196k | 44.98 |
2019-12-31 | $12M | 199k | 57.92 |
2019-09-30 | $12M | 210k | 54.78 |
2019-06-30 | $11M | 200k | 53.07 |
2019-03-31 | $6.9M | 133k | 52.28 |
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