Schwab Strategic Tr us dividend eq shares owned by Gerber Kawasaki Wealth & Investment Management
Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by Gerber Kawasaki Wealth & Investment Management
from 13F filings
Historical chart of Gerber Kawasaki Wealth & Investment Management 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 Gerber Kawasaki Wealth & Investment Management consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Schwab Strategic Tr us dividend eq by Gerber Kawasaki Wealth & Investment Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-06-30 | $50M | 645k | 77.76 |
2024-03-31 | $53M | 659k | 80.63 |
2023-09-30 | $54M | 760k | 70.76 |
2023-06-30 | $55M | 756k | 72.62 |
2023-03-31 | $57M | 779k | 73.16 |
2022-12-31 | $62M | 815k | 75.54 |
2022-09-30 | $49M | 731k | 66.43 |
2022-06-30 | $50M | 692k | 71.57 |
2022-03-31 | $50M | 639k | 78.89 |
2021-12-31 | $46M | 564k | 80.83 |
2021-09-30 | $39M | 528k | 74.24 |
2021-06-30 | $36M | 480k | 75.62 |
2021-03-31 | $31M | 431k | 72.92 |
2020-12-31 | $25M | 394k | 64.14 |
2020-06-30 | $20M | 389k | 51.75 |
2020-03-31 | $15M | 341k | 44.98 |
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