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
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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 |
|---|---|---|---|
| 2025-09-30 | $773k | 28k | 27.30 |
| 2025-06-30 | $670k | 25k | 26.50 |
| 2025-03-31 | $657k | 24k | 27.96 |
| 2024-12-31 | $557k | 20k | 27.32 |
| 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 |
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