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Schwab Strategic Tr us dividend eq shares owned by Global Retirement Partners

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

Historical chart of Global Retirement 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 Global Retirement 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 Global Retirement Partners

Quarter filed Position value Share count Share price at filing
2023-12-31 $24M 320k 75.71
2023-09-30 $16M 233k 69.45
2023-06-30 $21M 292k 72.62
2023-03-31 $21M 298k 70.48
2022-12-31 $17M 231k 75.54
2022-09-30 $13M 179k 73.88
2022-06-30 $7.4M 103k 71.63
2022-03-31 $7.5M 98k 76.11
2021-09-30 $5.5M 74k 74.24
2021-06-30 $5.2M 69k 75.62
2021-03-31 $4.4M 60k 72.92
2020-12-31 $597k 9.3k 64.15
2020-09-30 $282k 5.1k 55.32
2020-06-30 $215k 4.2k 51.76
2019-03-31 $11k 203 54.19
2018-12-31 $10k 203 49.26
2018-09-30 $11k 203 54.19
2018-06-30 $10k 203 49.26
2018-03-31 $10k 203 49.26
2017-12-31 $10k 203 49.26
2017-09-30 $10k 203 49.26
2017-06-30 $5.0k 102 49.02