Schwab Strategic Tr us dividend eq shares owned by Keystone Financial Planning
Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by Keystone Financial Planning
from 13F filings
Historical chart of Keystone Financial Planning investment in Schwab Strategic Tr us dividend eq
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Quarterly reported holdings in Schwab Strategic Tr us dividend eq by Keystone Financial Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $157M | 1.9M | 84.53 |
| 2024-06-30 | $137M | 1.8M | 77.76 |
| 2024-03-31 | $123M | 1.5M | 80.63 |
| 2023-12-31 | $126M | 1.7M | 76.13 |
| 2023-09-30 | $119M | 1.7M | 70.76 |
| 2023-06-30 | $122M | 1.7M | 72.62 |
| 2023-03-31 | $108M | 1.5M | 73.16 |
| 2022-12-31 | $105M | 1.4M | 75.54 |
| 2022-09-30 | $81M | 1.2M | 66.43 |
| 2022-06-30 | $75M | 1.1M | 71.63 |
| 2022-03-31 | $81M | 1.0M | 78.89 |
| 2021-12-31 | $81M | 1.0M | 80.83 |
| 2021-09-30 | $83M | 1.1M | 74.24 |
| 2021-06-30 | $91M | 1.2M | 75.62 |
| 2021-03-31 | $86M | 1.2M | 72.92 |
| 2020-12-31 | $72M | 1.1M | 64.14 |
| 2020-09-30 | $51M | 924k | 55.30 |
| 2020-06-30 | $14M | 266k | 51.75 |
| 2020-03-31 | $20M | 435k | 44.98 |
| 2019-12-31 | $12M | 205k | 57.92 |
| 2019-09-30 | $11M | 194k | 54.78 |
| 2019-06-30 | $8.8M | 166k | 53.07 |
| 2019-03-31 | $7.9M | 151k | 52.28 |
| 2018-12-31 | $7.0M | 149k | 46.97 |
| 2018-09-30 | $7.7M | 145k | 53.00 |
| 2018-06-30 | $7.0M | 143k | 49.29 |
| 2018-03-31 | $6.9M | 140k | 49.03 |
| 2017-12-31 | $7.2M | 141k | 51.17 |
| 2017-09-30 | $6.6M | 141k | 46.80 |
| 2017-06-30 | $6.2M | 138k | 45.10 |
| 2017-03-31 | $6.1M | 136k | 44.58 |
| 2016-12-31 | $5.9M | 135k | 43.57 |
| 2016-09-30 | $5.7M | 135k | 42.31 |
| 2016-06-30 | $5.5M | 133k | 41.44 |
| 2016-03-31 | $5.2M | 130k | 40.09 |
| 2015-12-31 | $5.0M | 128k | 38.56 |
| 2015-09-30 | $4.6M | 129k | 35.95 |
| 2015-06-30 | $4.8M | 127k | 38.29 |
| 2015-03-31 | $4.7M | 120k | 39.41 |
| 2014-12-31 | $4.8M | 120k | 39.85 |
| 2014-09-30 | $4.6M | 120k | 38.56 |
| 2014-06-30 | $4.4M | 116k | 38.27 |
| 2014-03-31 | $4.2M | 114k | 36.85 |
| 2013-12-31 | $4.1M | 111k | 36.66 |
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