Schwab Strategic Tr us dividend eq shares owned by Ken Roberts Investment Management
Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by Ken Roberts Investment Management
from 13F filings
Historical chart of Ken Roberts Investment 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 Ken Roberts Investment Management consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Schwab Strategic Tr us dividend eq by Ken Roberts Investment Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $129k | 1.5k | 84.53 |
2024-06-30 | $119k | 1.5k | 77.76 |
2024-03-31 | $120k | 1.5k | 80.63 |
2022-09-30 | $249k | 3.7k | 66.52 |
2022-06-30 | $235k | 3.3k | 71.73 |
2022-03-31 | $283k | 3.6k | 79.01 |
2021-12-31 | $303k | 3.7k | 80.84 |
2021-09-30 | $278k | 3.7k | 74.33 |
2021-06-30 | $277k | 3.7k | 75.64 |
2021-03-31 | $221k | 3.0k | 72.82 |
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