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
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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 |
|---|---|---|---|
| 2024-03-31 | $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 |
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