Schwab Strategic Tr us dividend eq shares owned by Newbridge Financial Services Group
Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by Newbridge Financial Services Group
from 13F filings
Historical chart of Newbridge Financial Services Group investment in Schwab Strategic Tr us dividend eq
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All positions including Schwab Strategic Tr us dividend eq held by Newbridge Financial Services Group consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Schwab Strategic Tr us dividend eq by Newbridge Financial Services Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $36k | 1.3k | 27.29 |
| 2025-06-30 | $34k | 1.3k | 26.50 |
| 2025-03-31 | $42k | 1.5k | 27.97 |
| 2024-12-31 | $315k | 12k | 27.32 |
| 2024-06-30 | $117k | 1.5k | 77.75 |
| 2024-03-31 | $122k | 1.5k | 80.64 |
| 2023-12-31 | $162k | 2.1k | 76.14 |
| 2023-09-30 | $175k | 2.5k | 70.75 |
| 2023-06-30 | $199k | 2.7k | 72.61 |
| 2023-03-31 | $275k | 3.8k | 73.16 |
| 2022-12-31 | $271k | 3.6k | 75.53 |
| 2022-09-30 | $228k | 3.4k | 66.51 |
| 2022-06-30 | $250k | 3.5k | 71.72 |
| 2022-03-31 | $241k | 3.1k | 79.02 |
| 2021-12-31 | $246k | 3.0k | 80.95 |
| 2021-09-30 | $237k | 3.2k | 74.29 |
| 2021-06-30 | $248k | 3.3k | 75.75 |
| 2021-03-31 | $79k | 1.1k | 72.54 |
| 2020-12-31 | $69k | 1.1k | 63.77 |
| 2020-09-30 | $60k | 1.1k | 55.66 |
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