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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

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr us dividend eq held by Johnson & White Wealth Management 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 & White Wealth Management

Quarter filed Position value Share count Share price at filing
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