Schwab Strategic Tr us dividend eq shares owned by Great Diamond Partners
Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by Great Diamond Partners
from 13F filings
Historical chart of Great Diamond Partners investment in Schwab Strategic Tr us dividend eq
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Quarterly reported holdings in Schwab Strategic Tr us dividend eq by Great Diamond Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $1.1M | 13k | 80.63 |
| 2023-12-31 | $1.1M | 14k | 76.13 |
| 2023-09-30 | $959k | 14k | 70.76 |
| 2023-06-30 | $988k | 14k | 72.62 |
| 2023-03-31 | $1.0M | 14k | 73.16 |
| 2022-12-31 | $1.1M | 15k | 75.54 |
| 2022-09-30 | $985k | 15k | 66.37 |
| 2022-06-30 | $1.1M | 15k | 71.58 |
| 2022-03-31 | $1.2M | 15k | 78.83 |
| 2021-12-31 | $1.3M | 16k | 80.79 |
| 2021-09-30 | $1.1M | 15k | 74.20 |
| 2021-06-30 | $1.1M | 15k | 75.59 |
| 2021-03-31 | $898k | 12k | 72.91 |
| 2020-12-31 | $600k | 9.4k | 64.12 |
| 2020-09-30 | $493k | 8.9k | 55.26 |
| 2020-06-30 | $480k | 9.3k | 51.65 |
| 2020-03-31 | $407k | 9.1k | 44.92 |
| 2019-12-31 | $839k | 15k | 57.86 |
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