Schwab Strategic Tr us dividend eq shares owned by Legacy Financial Strategies
Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by Legacy Financial Strategies
from 13F filings
Historical chart of Legacy Financial Strategies investment in Schwab Strategic Tr us dividend eq
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Quarterly reported holdings in Schwab Strategic Tr us dividend eq by Legacy Financial Strategies
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $14M | 170k | 84.53 |
| 2024-06-30 | $40M | 513k | 77.18 |
| 2024-03-31 | $41M | 514k | 80.63 |
| 2023-12-31 | $38M | 500k | 76.13 |
| 2023-09-30 | $35M | 496k | 69.57 |
| 2023-06-30 | $41M | 558k | 72.62 |
| 2023-03-31 | $40M | 550k | 73.16 |
| 2022-12-31 | $42M | 550k | 75.54 |
| 2022-09-30 | $36M | 546k | 66.43 |
| 2022-06-30 | $38M | 534k | 71.63 |
| 2022-03-31 | $41M | 520k | 78.89 |
| 2021-12-31 | $40M | 499k | 80.83 |
| 2021-09-30 | $37M | 496k | 74.24 |
| 2021-06-30 | $37M | 485k | 75.62 |
| 2021-03-31 | $34M | 468k | 72.92 |
| 2020-12-31 | $35M | 540k | 64.14 |
| 2020-09-30 | $30M | 538k | 55.30 |
| 2020-06-30 | $31M | 596k | 51.75 |
| 2020-03-31 | $26M | 583k | 44.98 |
| 2019-12-31 | $28M | 483k | 57.92 |
| 2019-09-30 | $23M | 412k | 55.78 |
| 2019-06-30 | $20M | 370k | 53.62 |
| 2019-03-31 | $13M | 242k | 52.28 |
| 2018-12-31 | $5.8M | 123k | 46.97 |
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