Schwab Strategic Tr us dividend eq shares owned by Pacific Wealth Strategies Group
Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by Pacific Wealth Strategies Group
from 13F filings
Historical chart of Pacific Wealth Strategies Group investment in Schwab Strategic Tr us dividend eq
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Quarterly reported holdings in Schwab Strategic Tr us dividend eq by Pacific Wealth Strategies Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.5M | 18k | 84.53 |
| 2024-06-30 | $1.4M | 18k | 77.76 |
| 2024-03-31 | $1.4M | 18k | 80.63 |
| 2023-12-31 | $1.3M | 18k | 76.13 |
| 2023-09-30 | $1.2M | 17k | 70.76 |
| 2023-06-30 | $1.5M | 21k | 72.62 |
| 2023-03-31 | $1.5M | 21k | 73.16 |
| 2022-12-31 | $1.6M | 21k | 75.54 |
| 2022-09-30 | $1.4M | 21k | 66.42 |
| 2022-06-30 | $1.6M | 22k | 71.62 |
| 2022-03-31 | $1.7M | 22k | 78.88 |
| 2021-12-31 | $2.8M | 35k | 80.84 |
| 2021-09-30 | $2.5M | 34k | 74.25 |
| 2021-06-30 | $2.6M | 34k | 75.63 |
| 2021-03-31 | $2.5M | 35k | 72.91 |
| 2020-12-31 | $2.5M | 38k | 65.75 |
| 2020-09-30 | $2.1M | 38k | 55.30 |
| 2020-06-30 | $2.0M | 39k | 51.76 |
| 2020-03-31 | $1.9M | 41k | 44.97 |
| 2019-12-31 | $2.4M | 41k | 57.93 |
| 2019-09-30 | $1.5M | 27k | 54.77 |
| 2019-06-30 | $1.4M | 27k | 53.09 |
| 2019-03-31 | $1.4M | 27k | 52.30 |
| 2018-12-31 | $1.1M | 23k | 46.98 |
| 2018-09-30 | $1.2M | 23k | 53.02 |
| 2018-06-30 | $1.1M | 22k | 49.28 |
| 2018-03-31 | $1.2M | 24k | 49.04 |
| 2017-12-31 | $1.4M | 28k | 51.18 |
| 2017-09-30 | $1.4M | 31k | 46.81 |
| 2017-06-30 | $1.3M | 28k | 45.09 |
| 2017-03-31 | $1.0M | 23k | 44.59 |
| 2016-12-31 | $438k | 10k | 43.54 |
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