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Schwab Strategic Tr us dividend eq shares owned by HB Wealth Management

Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by HB Wealth Management from 13F filings

Historical chart of HB Wealth Management 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 HB Wealth Management 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 HB Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $39M 513k 76.13
2023-09-30 $37M 529k 70.76
2023-06-30 $39M 531k 72.62
2023-03-31 $39M 535k 73.16
2022-12-31 $40M 526k 75.54
2022-09-30 $34M 516k 66.43
2022-06-30 $38M 530k 71.63
2022-03-31 $41M 524k 78.89
2021-12-31 $21M 254k 80.83