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Schwab Strategic Tr us dividend eq shares owned by Iwamoto Kong & Co

Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by Iwamoto Kong & Co from 13F filings

Historical chart of Iwamoto Kong & Co 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 Iwamoto Kong & Co 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 Iwamoto Kong & Co

Quarter filed Position value Share count Share price at filing
2025-09-30 $22M 792k 27.30
2025-06-30 $19M 709k 26.50
2025-03-31 $13M 468k 27.96
2024-12-31 $7.7M 282k 27.32
2024-09-30 $6.5M 77k 84.53
2024-06-30 $5.4M 70k 77.76
2024-03-31 $5.2M 64k 80.63
2023-12-31 $3.9M 51k 76.13
2023-09-30 $3.6M 52k 70.76
2023-06-30 $3.7M 52k 72.62
2023-03-31 $3.8M 52k 73.16
2022-12-31 $3.9M 52k 75.54
2022-09-30 $3.4M 51k 66.43
2022-06-30 $3.5M 49k 71.62
2022-03-31 $4.2M 53k 78.88
2021-12-31 $3.9M 49k 80.84
2021-09-30 $3.6M 49k 74.23
2021-06-30 $3.5M 47k 75.62
2021-03-31 $3.4M 46k 72.91
2020-12-31 $766k 12k 64.15
2020-09-30 $2.2M 41k 55.30
2020-06-30 $2.1M 41k 51.74
2020-03-31 $1.8M 40k 44.98
2019-12-31 $1.8M 31k 57.92
2019-09-30 $1.8M 32k 54.77
2019-06-30 $1.7M 32k 53.09
2019-03-31 $1.8M 34k 52.27
2018-12-31 $1.7M 36k 46.97
2018-09-30 $1.8M 35k 53.01
2018-06-30 $1.7M 35k 49.29
2018-03-31 $697k 14k 49.03
2017-12-31 $1.1M 21k 51.17
2017-09-30 $1.1M 23k 46.80
2017-06-30 $1.1M 26k 45.08
2017-03-31 $9.1M 205k 44.58
2016-12-31 $23M 527k 43.57
2016-09-30 $32M 755k 42.31
2016-06-30 $30M 720k 41.44
2015-12-31 $9.0M 234k 38.56
2015-09-30 $142k 4.0k 35.95
2015-06-30 $9.9M 258k 38.29
2015-03-31 $10M 259k 39.41
2014-12-31 $9.5M 239k 39.85
2014-09-30 $7.3M 189k 38.56
2014-06-30 $6.3M 164k 38.27
2014-03-31 $5.2M 141k 36.85
2013-12-31 $4.7M 129k 36.66
2013-09-30 $3.8M 114k 33.65
2013-06-30 $2.3M 69k 32.69
2013-03-31 $67k 2.1k 31.79

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View all positions for Iwamoto Kong & Co

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