Schwab Strategic Tr us dividend eq shares owned by MBL Wealth
Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by MBL Wealth
from 13F filings
Historical chart of MBL Wealth investment in Schwab Strategic Tr us dividend eq
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Quarterly reported holdings in Schwab Strategic Tr us dividend eq by MBL Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $242k | 8.9k | 27.30 |
| 2025-06-30 | $275k | 10k | 26.50 |
| 2025-03-31 | $303k | 11k | 27.96 |
| 2024-12-31 | $302k | 11k | 27.32 |
| 2024-09-30 | $347k | 4.1k | 84.54 |
| 2024-06-30 | $349k | 4.5k | 77.75 |
| 2022-12-31 | $214k | 2.8k | 75.62 |
| 2022-09-30 | $334k | 5.0k | 66.40 |
| 2022-06-30 | $418k | 5.8k | 71.70 |
| 2022-03-31 | $559k | 7.1k | 78.95 |
| 2021-09-30 | $843k | 11k | 74.27 |
| 2021-03-31 | $1.4M | 20k | 72.90 |
| 2020-12-31 | $1.0M | 16k | 64.12 |
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