Schwab Strategic Tr us dividend eq shares owned by Laurel Wealth Planning
Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by Laurel Wealth Planning
from 13F filings
Historical chart of Laurel Wealth Planning investment in Schwab Strategic Tr us dividend eq
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Quarterly reported holdings in Schwab Strategic Tr us dividend eq by Laurel Wealth Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $1.3M | 17k | 76.11 |
| 2023-09-30 | $1.2M | 17k | 70.76 |
| 2023-06-30 | $1.4M | 19k | 72.61 |
| 2023-03-31 | $7.3M | 99k | 73.16 |
| 2022-12-31 | $8.2M | 108k | 75.54 |
| 2022-09-30 | $7.2M | 109k | 66.43 |
| 2022-06-30 | $7.9M | 110k | 71.63 |
| 2022-03-31 | $6.0M | 76k | 78.89 |
| 2021-12-31 | $3.8M | 47k | 80.83 |
| 2021-09-30 | $573k | 7.7k | 74.20 |
| 2021-06-30 | $55k | 732 | 75.14 |
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