Schwab Strategic Tr us dividend eq shares owned by Graves-Light Private Wealth Management
Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by Graves-Light Private Wealth Management
from 13F filings
Historical chart of Graves-Light Private Wealth Management investment in Schwab Strategic Tr us dividend eq
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Quarterly reported holdings in Schwab Strategic Tr us dividend eq by Graves-Light Private Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $17M | 635k | 27.30 |
| 2025-06-30 | $17M | 625k | 26.50 |
| 2025-03-31 | $17M | 611k | 27.96 |
| 2024-12-31 | $17M | 608k | 27.32 |
| 2024-06-30 | $18M | 231k | 77.41 |
| 2024-03-31 | $18M | 226k | 80.63 |
| 2023-12-31 | $16M | 213k | 76.13 |
| 2023-09-30 | $15M | 212k | 69.63 |
| 2023-06-30 | $15M | 208k | 72.62 |
| 2023-03-31 | $14M | 193k | 73.16 |
| 2022-12-31 | $14M | 183k | 75.54 |
| 2022-09-30 | $12M | 174k | 66.43 |
| 2022-06-30 | $12M | 172k | 71.63 |
| 2022-03-31 | $12M | 157k | 78.89 |
| 2021-12-31 | $12M | 144k | 80.83 |
| 2021-09-30 | $6.7M | 90k | 74.23 |
| 2021-06-30 | $6.5M | 86k | 75.62 |
| 2021-03-31 | $6.2M | 85k | 72.92 |
| 2020-12-31 | $5.2M | 81k | 64.14 |
| 2020-09-30 | $4.3M | 78k | 55.30 |
| 2020-06-30 | $3.7M | 72k | 51.75 |
| 2020-03-31 | $731k | 16k | 44.98 |
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