Schwab Strategic Tr us dividend eq shares owned by Old Mission Investment
Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by Old Mission Investment
from 13F filings
Historical chart of Old Mission Investment 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 Old Mission Investment consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Schwab Strategic Tr us dividend eq by Old Mission Investment
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $812k | 27k | 30.68 |
| 2025-12-31 | $738k | 27k | 27.43 |
| 2025-09-30 | $826k | 30k | 27.30 |
| 2025-06-30 | $706k | 27k | 26.50 |
| 2025-03-31 | $1.1M | 38k | 27.96 |
| 2024-12-31 | $961k | 35k | 27.32 |
| 2024-09-30 | $871k | 10k | 84.53 |
| 2024-06-30 | $812k | 10k | 77.76 |
| 2024-03-31 | $867k | 11k | 80.63 |
| 2023-12-31 | $783k | 10k | 76.13 |
| 2023-09-30 | $686k | 9.7k | 70.76 |
| 2023-06-30 | $747k | 10k | 72.62 |
| 2023-03-31 | $779k | 11k | 73.16 |
| 2022-12-31 | $696k | 9.2k | 75.54 |
| 2022-09-30 | $564k | 8.5k | 66.43 |
| 2022-06-30 | $617k | 8.6k | 71.63 |
| 2022-03-31 | $740k | 9.4k | 78.89 |
| 2021-12-31 | $650k | 8.0k | 80.83 |
| 2021-09-30 | $507k | 6.8k | 74.24 |
| 2021-06-30 | $543k | 7.2k | 75.62 |
| 2021-03-31 | $418k | 5.7k | 72.92 |
| 2020-12-31 | $280k | 4.4k | 64.14 |
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