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Schwab Strategic Tr us dividend eq shares owned by Nicholas Hoffman & Company

Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by Nicholas Hoffman & Company from 13F filings

Historical chart of Nicholas Hoffman & Company investment in Schwab Strategic Tr us dividend eq

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All positions including Schwab Strategic Tr us dividend eq held by Nicholas Hoffman & Company 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 Nicholas Hoffman & Company

Quarter filed Position value Share count Share price at filing
2024-09-30 $663k 7.8k 84.53
2024-06-30 $597k 7.7k 77.76
2024-03-31 $615k 7.6k 80.63
2023-12-31 $374k 4.9k 76.13
2023-09-30 $315k 4.5k 70.77
2023-06-30 $296k 4.1k 72.61
2023-03-31 $287k 3.9k 73.15
2022-12-31 $289k 3.8k 75.54
2022-09-30 $247k 3.7k 66.38
2022-06-30 $259k 3.6k 71.61
2022-03-31 $278k 3.5k 79.00
2021-12-31 $277k 3.4k 80.76
2021-09-30 $248k 3.3k 74.34
2021-06-30 $245k 3.2k 75.57
2021-03-31 $230k 3.2k 72.99