Schwab Strategic Tr us dividend eq shares owned by Johnson & White Wealth Management
Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by Johnson & White Wealth Management
from 13F filings
Historical chart of Johnson & White Wealth Management investment in Schwab Strategic Tr us dividend eq
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Quarterly reported holdings in Schwab Strategic Tr us dividend eq by Johnson & White Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $8.4M | 309k | 27.30 |
| 2025-06-30 | $7.8M | 293k | 26.50 |
| 2025-03-31 | $7.7M | 276k | 27.96 |
| 2024-12-31 | $7.0M | 256k | 27.26 |
| 2024-03-31 | $6.0M | 74k | 80.64 |
| 2023-12-31 | $5.3M | 70k | 76.13 |
| 2023-09-30 | $5.8M | 82k | 70.76 |
| 2023-03-31 | $6.1M | 83k | 73.16 |
| 2022-12-31 | $2.0M | 38k | 53.33 |
| 2022-09-30 | $4.9M | 74k | 66.43 |
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