Schwab Strategic Tr us dividend eq shares owned by LifeSteps Financial
Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by LifeSteps Financial
from 13F filings
Historical chart of LifeSteps Financial investment in Schwab Strategic Tr us dividend eq
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Quarterly reported holdings in Schwab Strategic Tr us dividend eq by LifeSteps Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.8M | 21k | 84.53 |
| 2024-06-30 | $1.6M | 21k | 77.76 |
| 2024-03-31 | $2.1M | 26k | 80.63 |
| 2023-12-31 | $2.0M | 26k | 76.13 |
| 2023-09-30 | $1.8M | 26k | 70.76 |
| 2023-06-30 | $1.7M | 24k | 72.62 |
| 2023-03-31 | $1.6M | 23k | 73.16 |
| 2022-12-31 | $1.9M | 25k | 75.54 |
| 2022-09-30 | $1.7M | 26k | 66.42 |
| 2022-06-30 | $1.9M | 26k | 71.64 |
| 2022-03-31 | $2.4M | 31k | 78.89 |
| 2021-12-31 | $2.4M | 29k | 80.84 |
| 2021-09-30 | $1.9M | 25k | 74.23 |
| 2021-06-30 | $1.8M | 24k | 75.61 |
| 2021-03-31 | $1.6M | 21k | 72.94 |
| 2020-12-31 | $986k | 15k | 64.13 |
| 2020-09-30 | $677k | 12k | 55.28 |
| 2020-06-30 | $644k | 12k | 51.77 |
| 2020-03-31 | $556k | 12k | 44.98 |
| 2019-12-31 | $389k | 6.7k | 57.86 |
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