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
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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 |
|---|---|---|---|
| 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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