Schwab Strategic Tr us dividend eq shares owned by JRM Investment Counsel
Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by JRM Investment Counsel
from 13F filings
Historical chart of JRM Investment Counsel investment in Schwab Strategic Tr us dividend eq
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Quarterly reported holdings in Schwab Strategic Tr us dividend eq by JRM Investment Counsel
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $10M | 146k | 70.76 |
| 2023-06-30 | $17M | 230k | 72.62 |
| 2023-03-31 | $22M | 294k | 73.16 |
| 2022-12-31 | $23M | 297k | 75.54 |
| 2022-09-30 | $19M | 285k | 66.43 |
| 2022-06-30 | $26M | 364k | 71.63 |
| 2022-03-31 | $16M | 201k | 78.89 |
| 2021-12-31 | $16M | 196k | 80.83 |
| 2021-09-30 | $15M | 200k | 74.24 |
| 2021-06-30 | $16M | 207k | 75.62 |
| 2021-03-31 | $13M | 181k | 72.92 |
| 2019-12-31 | $3.1M | 53k | 57.92 |
| 2019-09-30 | $3.2M | 58k | 54.77 |
| 2019-06-30 | $3.3M | 61k | 53.07 |
| 2019-03-31 | $3.2M | 62k | 52.29 |
| 2018-12-31 | $2.9M | 63k | 46.97 |
| 2018-09-30 | $3.3M | 62k | 53.00 |
| 2018-06-30 | $3.2M | 65k | 49.28 |
| 2018-03-31 | $4.3M | 87k | 49.03 |
| 2017-12-31 | $3.9M | 76k | 51.17 |
| 2017-09-30 | $3.2M | 68k | 46.80 |
| 2017-06-30 | $3.1M | 70k | 45.10 |
| 2017-03-31 | $3.2M | 72k | 44.58 |
| 2016-12-31 | $3.1M | 72k | 43.57 |
| 2016-09-30 | $1.2M | 29k | 42.31 |
More positions owned by JRM Investment Counsel
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