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Schwab Strategic Tr us dividend eq shares owned by O'rourke & Company

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

Historical chart of O'rourke & Company 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 O'rourke & 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 O'rourke & Company

Quarter filed Position value Share count Share price at filing
2024-09-30 $570k 6.7k 84.53
2024-06-30 $495k 6.4k 77.68
2024-03-31 $406k 5.0k 80.57
2023-12-31 $316k 4.1k 76.24
2023-09-30 $215k 3.0k 70.79