Schwab Strategic Tr us dividend eq shares owned by OLIO Financial Planning
Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by OLIO Financial Planning
from 13F filings
Historical chart of OLIO Financial Planning investment in Schwab Strategic Tr us dividend eq
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Quarterly reported holdings in Schwab Strategic Tr us dividend eq by OLIO Financial Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $3.9M | 52k | 76.32 |
| 2024-06-30 | $3.9M | 52k | 76.32 |
| 2024-03-31 | $3.9M | 52k | 76.32 |
| 2023-12-31 | $3.9M | 52k | 76.32 |
| 2023-09-30 | $3.5M | 50k | 70.76 |
| 2023-06-30 | $3.6M | 49k | 72.62 |
| 2023-03-31 | $2.9M | 40k | 73.16 |
| 2022-12-31 | $2.5M | 33k | 75.54 |
| 2022-09-30 | $2.1M | 31k | 66.41 |
| 2022-06-30 | $1.6M | 22k | 71.63 |
| 2022-03-31 | $1.3M | 17k | 78.86 |
| 2021-12-31 | $511k | 6.3k | 80.79 |
Top funds holding Schwab Strategic Tr us dividend eq
View all funds holding Schwab Strategic Tr us dividend eq