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Schwab Strategic Tr us dividend eq shares owned by Merit Financial Group

Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by Merit Financial Group from 13F filings

Historical chart of Merit Financial Group investment in Schwab Strategic Tr us dividend eq

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr us dividend eq held by Merit Financial Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Strategic Tr us dividend eq by Merit Financial Group

Quarter filed Position value Share count Share price at filing
2023-12-31 $235M 3.1M 76.13
2023-09-30 $222M 3.1M 70.76
2023-06-30 $220M 3.0M 72.62
2023-03-31 $243M 3.3M 73.16
2022-12-31 $245M 3.2M 75.54
2022-09-30 $204M 3.1M 66.43
2022-06-30 $122M 1.7M 71.63
2022-03-31 $506k 6.4k 78.88
2021-12-31 $492k 6.1k 80.88
2021-09-30 $460k 6.2k 74.31
2021-06-30 $464k 6.1k 75.59
2021-03-31 $444k 6.1k 72.87
2019-06-30 $322k 5.0k 64.37
2019-03-31 $406k 6.9k 58.57
2018-12-31 $367k 7.1k 51.80
2018-09-30 $480k 8.2k 58.71
2018-06-30 $443k 8.0k 55.43
2018-03-31 $383k 6.8k 56.08
2017-12-31 $385k 6.6k 58.12