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Schwab Strategic Tr us dividend eq shares owned by Gateway Wealth Partners

Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by Gateway Wealth Partners from 13F filings

Historical chart of Gateway Wealth Partners 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 Gateway Wealth Partners 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 Gateway Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $999k 37k 27.30
2025-06-30 $651k 25k 26.50
2025-03-31 $360k 13k 27.96
2024-12-31 $341k 13k 27.32
2024-09-30 $279k 3.3k 84.54
2023-09-30 $731k 10k 70.76
2023-06-30 $553k 7.6k 72.62