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Schwab Strategic Tr us dividend eq shares owned by Grimes & Company

Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by Grimes & Company from 13F filings

Historical chart of Grimes & Company 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 Grimes & Company 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 Grimes & Company

Quarter filed Position value Share count Share price at filing
2024-09-30 $784k 9.3k 84.53
2024-06-30 $252k 3.2k 77.77
2024-03-31 $275k 3.4k 80.62
2023-12-31 $246k 3.2k 76.12
2023-06-30 $203k 2.8k 72.62
2022-06-30 $231k 3.2k 71.74
2022-03-31 $254k 3.2k 78.88
2021-12-31 $260k 3.2k 80.75
2021-09-30 $239k 3.2k 74.22
2021-06-30 $243k 3.2k 75.49
2021-03-31 $235k 3.2k 73.03
2020-12-31 $218k 3.4k 64.29
2019-12-31 $210k 3.6k 57.93