Schwab Strategic Tr us dividend eq shares owned by Mark Sheptoff Financial Planning
Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by Mark Sheptoff Financial Planning
from 13F filings
Historical chart of Mark Sheptoff 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 Mark Sheptoff Financial Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $28k | 888 | 31.70 |
| 2020-06-30 | $17k | 325 | 52.31 |
| 2020-03-31 | $15k | 325 | 46.15 |
| 2019-12-31 | $19k | 325 | 58.46 |
| 2019-09-30 | $18k | 325 | 55.38 |
| 2019-06-30 | $17k | 325 | 52.31 |
| 2019-03-31 | $17k | 325 | 52.31 |
| 2018-12-31 | $15k | 325 | 46.15 |
| 2018-09-30 | $17k | 325 | 52.31 |
| 2018-06-30 | $16k | 325 | 49.23 |
| 2018-03-31 | $16k | 325 | 49.23 |
| 2017-12-31 | $17k | 325 | 52.31 |
| 2017-09-30 | $15k | 325 | 46.15 |
| 2017-06-30 | $15k | 325 | 46.15 |
| 2017-03-31 | $14k | 326 | 42.94 |
| 2016-12-31 | $14k | 325 | 43.08 |
| 2016-09-30 | $14k | 325 | 43.08 |
| 2016-06-30 | $13k | 325 | 40.00 |
| 2016-03-31 | $13k | 325 | 40.00 |
| 2015-12-31 | $13k | 325 | 40.00 |
More positions owned by Mark Sheptoff Financial Planning
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