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Schwab Strategic Tr us dividend eq shares owned by Johnson Bixby & Associates

Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by Johnson Bixby & Associates from 13F filings

Historical chart of Johnson Bixby & Associates 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 Johnson Bixby & Associates 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 Johnson Bixby & Associates

Quarter filed Position value Share count Share price at filing
2025-09-30 $263k 9.6k 27.30
2025-06-30 $281k 11k 26.50
2025-03-31 $296k 11k 27.96
2024-12-31 $348k 13k 27.32
2024-09-30 $359k 4.2k 84.53
2024-06-30 $307k 3.9k 77.75
2024-03-31 $323k 4.0k 80.62
2023-12-31 $305k 4.0k 76.12
2023-09-30 $287k 4.1k 70.75