Schwab Strategic Tr us dividend eq shares owned by Ironwood Investment Counsel
Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by Ironwood Investment Counsel
from 13F filings
Historical chart of Ironwood Investment Counsel investment in Schwab Strategic Tr us dividend eq
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Quarterly reported holdings in Schwab Strategic Tr us dividend eq by Ironwood Investment Counsel
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $1.4M | 51k | 27.32 |
| 2024-09-30 | $1.4M | 17k | 84.53 |
| 2024-06-30 | $1.3M | 17k | 77.76 |
| 2024-03-31 | $760k | 9.4k | 80.64 |
| 2023-12-31 | $403k | 5.3k | 76.14 |
| 2023-09-30 | $389k | 5.5k | 70.77 |
| 2023-06-30 | $404k | 5.6k | 72.62 |
| 2023-03-31 | $413k | 5.6k | 73.17 |
| 2022-12-31 | $479k | 6.3k | 75.54 |
| 2022-09-30 | $485k | 7.3k | 66.42 |
| 2022-06-30 | $465k | 6.5k | 71.49 |
| 2022-03-31 | $564k | 7.2k | 78.83 |
| 2021-12-31 | $459k | 5.7k | 80.75 |
| 2021-09-30 | $440k | 5.9k | 74.25 |
| 2021-06-30 | $346k | 4.6k | 75.61 |
| 2021-03-31 | $354k | 4.9k | 72.78 |
| 2020-12-31 | $378k | 5.9k | 64.14 |
| 2020-09-30 | $352k | 6.4k | 55.19 |
| 2020-06-30 | $219k | 4.3k | 51.53 |
| 2020-03-31 | $230k | 5.1k | 44.90 |
| 2019-12-31 | $249k | 4.3k | 57.91 |
| 2019-09-30 | $260k | 4.8k | 54.60 |
| 2019-06-30 | $290k | 5.5k | 52.90 |
| 2019-03-31 | $206k | 3.9k | 52.20 |
| 2018-09-30 | $282k | 5.3k | 52.82 |
| 2018-06-30 | $263k | 5.3k | 49.26 |
| 2018-03-31 | $261k | 5.3k | 48.89 |
| 2017-12-31 | $288k | 5.6k | 51.07 |
| 2017-09-30 | $299k | 6.4k | 46.76 |
| 2017-06-30 | $285k | 6.4k | 44.57 |
| 2017-03-31 | $285k | 6.4k | 44.57 |
| 2016-12-31 | $279k | 6.4k | 43.63 |
| 2016-09-30 | $419k | 9.9k | 42.30 |
| 2016-06-30 | $285k | 6.9k | 41.42 |
| 2015-09-30 | $242k | 6.8k | 35.85 |
| 2015-06-30 | $263k | 6.9k | 38.23 |
| 2015-03-31 | $271k | 6.9k | 39.39 |
| 2014-12-31 | $267k | 6.7k | 39.85 |
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