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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

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr us dividend eq held by Future Financial Wealth Managment consolidated in one spreadsheet with up to 7 years of data

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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
2024-03-31 $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