Schwab Strategic Tr us dividend eq shares owned by Institute For Wealth Management
Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by Institute For Wealth Management
from 13F filings
Historical chart of Institute For Wealth Management investment in Schwab Strategic Tr us dividend eq
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Quarterly reported holdings in Schwab Strategic Tr us dividend eq by Institute For Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $882k | 32k | 27.32 |
| 2024-09-30 | $855k | 10k | 84.53 |
| 2024-06-30 | $837k | 11k | 77.76 |
| 2024-03-31 | $1.2M | 15k | 80.63 |
| 2023-12-31 | $1.4M | 19k | 76.13 |
| 2023-09-30 | $1.4M | 20k | 70.76 |
| 2023-06-30 | $1.5M | 20k | 72.62 |
| 2023-03-31 | $1.4M | 20k | 73.16 |
| 2022-12-31 | $911k | 12k | 75.54 |
| 2022-09-30 | $569k | 8.6k | 66.46 |
| 2022-06-30 | $629k | 8.8k | 71.62 |
| 2022-03-31 | $749k | 9.5k | 78.93 |
| 2021-12-31 | $758k | 9.4k | 80.79 |
| 2021-09-30 | $480k | 6.5k | 74.28 |
| 2021-06-30 | $482k | 6.4k | 75.66 |
| 2021-03-31 | $381k | 5.2k | 72.89 |
| 2020-12-31 | $314k | 4.9k | 64.07 |
| 2020-09-30 | $251k | 4.5k | 55.31 |
| 2020-06-30 | $202k | 3.9k | 51.83 |
| 2019-12-31 | $190k | 3.3k | 58.00 |
| 2017-12-31 | $352k | 6.9k | 51.07 |
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