Schwab Strategic Tr us dividend eq shares owned by HPM Partners
Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by HPM Partners
from 13F filings
Historical chart of HPM Partners investment in Schwab Strategic Tr us dividend eq
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Quarterly reported holdings in Schwab Strategic Tr us dividend eq by HPM Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $100M | 1.2M | 84.53 |
| 2024-06-30 | $89M | 1.1M | 78.47 |
| 2024-03-31 | $91M | 1.1M | 80.57 |
| 2023-12-31 | $86M | 1.1M | 76.13 |
| 2023-09-30 | $73M | 1.0M | 70.76 |
| 2023-06-30 | $73M | 1.0M | 72.62 |
| 2023-03-31 | $50M | 687k | 73.16 |
| 2022-12-31 | $3.3M | 43k | 75.53 |
| 2022-09-30 | $2.4M | 36k | 66.45 |
| 2022-06-30 | $2.0M | 28k | 71.60 |
| 2022-03-31 | $1.7M | 22k | 78.90 |
| 2021-12-31 | $1.6M | 20k | 80.82 |
| 2021-09-30 | $833k | 11k | 74.25 |
| 2021-06-30 | $804k | 11k | 75.61 |
| 2021-03-31 | $877k | 12k | 72.90 |
| 2020-12-31 | $940k | 15k | 64.15 |
| 2020-09-30 | $310k | 5.6k | 55.29 |
| 2020-06-30 | $306k | 5.9k | 51.72 |
| 2020-03-31 | $350k | 7.8k | 45.04 |
| 2019-12-31 | $510k | 8.8k | 57.89 |
| 2019-09-30 | $220k | 4.0k | 54.60 |
| 2019-06-30 | $430k | 8.1k | 53.18 |
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