Schwab Strategic Tr us dividend eq shares owned by Gradient Investments
Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by Gradient Investments
from 13F filings
Historical chart of Gradient Investments investment in Schwab Strategic Tr us dividend eq
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Quarterly reported holdings in Schwab Strategic Tr us dividend eq by Gradient Investments
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.3M | 16k | 84.53 |
| 2024-06-30 | $1.4M | 18k | 77.76 |
| 2024-03-31 | $1.4M | 18k | 80.63 |
| 2023-12-31 | $1.5M | 19k | 76.13 |
| 2023-09-30 | $1.4M | 19k | 70.76 |
| 2023-06-30 | $1.6M | 22k | 72.62 |
| 2023-03-31 | $1.5M | 21k | 73.16 |
| 2022-12-31 | $1.5M | 20k | 75.54 |
| 2022-09-30 | $1.4M | 20k | 66.45 |
| 2022-06-30 | $1.5M | 20k | 71.64 |
| 2022-03-31 | $1.6M | 21k | 78.88 |
| 2021-12-31 | $1.2M | 15k | 80.82 |
| 2021-09-30 | $716k | 9.6k | 74.26 |
| 2021-06-30 | $630k | 8.3k | 75.56 |
| 2021-03-31 | $513k | 7.0k | 72.98 |
| 2020-12-31 | $329k | 6.0k | 55.28 |
| 2020-09-30 | $329k | 6.0k | 55.28 |
| 2020-06-30 | $276k | 5.3k | 51.74 |
| 2020-03-31 | $245k | 5.4k | 44.96 |
| 2019-12-31 | $293k | 5.1k | 57.94 |
| 2019-09-30 | $260k | 4.7k | 54.89 |
| 2019-06-30 | $240k | 4.5k | 53.00 |
| 2019-03-31 | $140k | 2.7k | 52.14 |
| 2018-12-31 | $46k | 980 | 46.94 |
| 2018-09-30 | $84k | 1.6k | 53.03 |
| 2018-06-30 | $48k | 968 | 49.59 |
| 2018-03-31 | $47k | 968 | 48.55 |
| 2017-12-31 | $44k | 863 | 50.98 |
| 2017-06-30 | $9.0k | 200 | 45.00 |
| 2017-03-31 | $22k | 500 | 44.00 |
| 2016-12-31 | $23k | 530 | 43.40 |
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