Schwab Strategic Tr us dividend eq shares owned by JB Capital
Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by JB Capital
from 13F filings
Historical chart of JB Capital investment in Schwab Strategic Tr us dividend eq
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Quarterly reported holdings in Schwab Strategic Tr us dividend eq by JB Capital
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $345k | 13k | 27.30 |
| 2025-06-30 | $425k | 16k | 26.50 |
| 2025-03-31 | $375k | 13k | 27.96 |
| 2024-12-31 | $314k | 12k | 27.32 |
| 2024-09-30 | $353k | 4.2k | 84.53 |
| 2024-06-30 | $300k | 3.9k | 77.76 |
| 2024-03-31 | $291k | 3.6k | 80.62 |
| 2023-12-31 | $631k | 8.3k | 76.13 |
| 2023-09-30 | $592k | 8.4k | 70.75 |
| 2023-06-30 | $590k | 8.1k | 72.63 |
| 2023-03-31 | $566k | 7.7k | 73.16 |
| 2022-12-31 | $598k | 7.9k | 75.54 |
| 2022-09-30 | $555k | 8.4k | 66.45 |
| 2022-06-30 | $7.6M | 106k | 71.63 |
| 2022-03-31 | $7.7M | 97k | 78.89 |
| 2021-12-31 | $314k | 3.9k | 80.84 |
| 2021-09-30 | $265k | 3.6k | 74.33 |
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