Schwab Strategic Tr us dividend eq shares owned by Future Financial Wealth Managment
Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by Future Financial Wealth Managment
from 13F filings
Historical chart of Future Financial Wealth Managment investment in Schwab Strategic Tr us dividend eq
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Quarterly reported holdings in Schwab Strategic Tr us dividend eq by Future Financial Wealth Managment
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $5.6M | 205k | 27.32 |
| 2024-09-30 | $5.5M | 65k | 84.53 |
| 2024-06-30 | $4.8M | 62k | 77.76 |
| 2024-03-31 | $4.6M | 58k | 80.63 |
| 2023-12-31 | $3.2M | 42k | 76.13 |
| 2023-09-30 | $3.0M | 42k | 70.76 |
| 2023-06-30 | $3.0M | 42k | 72.62 |
| 2023-03-31 | $3.7M | 50k | 73.56 |
| 2022-12-31 | $1.6M | 21k | 75.54 |
| 2022-09-30 | $1000k | 14k | 71.66 |
| 2022-06-30 | $1.1M | 14k | 78.88 |
| 2022-03-31 | $1.1M | 14k | 78.88 |
| 2021-12-31 | $1.0M | 13k | 80.81 |
| 2021-09-30 | $879k | 12k | 75.58 |
| 2021-06-30 | $879k | 12k | 75.58 |
| 2021-03-31 | $827k | 11k | 72.93 |
| 2020-12-31 | $653k | 10k | 64.10 |
More positions owned by Future Financial Wealth Managment
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