Schwab Strategic Tr us dividend eq shares owned by Newport Wealth Strategies
Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by Newport Wealth Strategies
from 13F filings
Historical chart of Newport Wealth Strategies investment in Schwab Strategic Tr us dividend eq
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Quarterly reported holdings in Schwab Strategic Tr us dividend eq by Newport Wealth Strategies
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2021-09-30 | $4.2M | 56k | 74.24 |
| 2021-06-30 | $4.3M | 57k | 75.62 |
| 2021-03-31 | $4.1M | 56k | 72.92 |
| 2020-12-31 | $2.7M | 50k | 55.30 |
| 2020-09-30 | $2.7M | 50k | 55.28 |
| 2020-06-30 | $2.2M | 43k | 51.74 |
| 2020-03-31 | $2.5M | 50k | 49.59 |
| 2019-12-31 | $3.8M | 65k | 57.56 |
| 2019-09-30 | $3.5M | 64k | 54.78 |
| 2019-06-30 | $3.3M | 62k | 53.69 |
| 2019-03-31 | $3.3M | 63k | 52.81 |
| 2018-12-31 | $2.8M | 59k | 48.09 |
| 2018-09-30 | $1.5M | 30k | 49.87 |
| 2018-06-30 | $1.5M | 30k | 49.29 |
| 2018-03-31 | $2.9M | 60k | 49.03 |
| 2017-12-31 | $3.4M | 63k | 53.49 |
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