Schwab Strategic Tr us dividend eq shares owned by Gradient Capital Advisors
Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by Gradient Capital Advisors
from 13F filings
Historical chart of Gradient Capital Advisors investment in Schwab Strategic Tr us dividend eq
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Quarterly reported holdings in Schwab Strategic Tr us dividend eq by Gradient Capital Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $3.2M | 40k | 80.63 |
| 2023-12-31 | $2.7M | 36k | 76.13 |
| 2023-09-30 | $2.1M | 30k | 70.76 |
| 2023-06-30 | $2.1M | 29k | 72.62 |
| 2023-03-31 | $1.9M | 26k | 73.16 |
| 2022-12-31 | $1.9M | 25k | 75.54 |
| 2022-09-30 | $1.3M | 20k | 66.45 |
| 2022-06-30 | $1.2M | 17k | 71.66 |
| 2022-03-31 | $1.3M | 17k | 78.87 |
| 2021-12-31 | $1.2M | 15k | 80.82 |
| 2021-09-30 | $1.1M | 15k | 74.26 |
| 2021-06-30 | $1.1M | 15k | 75.59 |
| 2021-03-31 | $730k | 10k | 72.94 |
| 2020-12-31 | $600k | 9.4k | 64.16 |
| 2020-09-30 | $468k | 8.5k | 55.29 |
| 2020-06-30 | $409k | 7.9k | 51.80 |
| 2020-03-31 | $357k | 7.9k | 44.92 |
| 2019-12-31 | $507k | 8.8k | 57.92 |
| 2019-09-30 | $493k | 9.0k | 54.74 |
| 2019-06-30 | $497k | 9.4k | 53.04 |
| 2019-03-31 | $563k | 11k | 52.29 |
| 2018-12-31 | $521k | 11k | 47.00 |
| 2018-09-30 | $587k | 11k | 52.98 |
| 2018-06-30 | $542k | 11k | 49.25 |
| 2018-03-31 | $553k | 11k | 49.04 |
| 2017-12-31 | $574k | 11k | 51.19 |
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