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Schwab Strategic Tr us dividend eq shares owned by Howe and Rusling

Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by Howe and Rusling from 13F filings

Historical chart of Howe and Rusling investment in Schwab Strategic Tr us dividend eq

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All positions including Schwab Strategic Tr us dividend eq held by Howe and Rusling 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 Howe and Rusling

Quarter filed Position value Share count Share price at filing
2024-09-30 $427k 5.0k 84.53
2024-03-31 $452k 5.6k 80.63
2023-12-31 $68k 887 76.16
2023-09-30 $36k 508 70.76
2023-06-30 $12k 164 72.69
2023-03-31 $7.3k 100 73.16
2022-12-31 $108k 1.4k 75.56
2022-09-30 $64k 968 66.12
2022-06-30 $42k 584 71.92
2022-03-31 $85k 1.1k 78.85
2021-12-31 $172k 2.1k 81.06
2021-09-30 $177k 2.4k 74.21
2021-06-30 $83k 1.1k 75.59
2021-03-31 $4.0k 60 66.67
2020-12-31 $17k 259 65.64
2020-09-30 $43k 773 55.63
2019-12-31 $0 6 0.00
2018-12-31 $5.0k 107 46.73