Schwab Strategic Tr us dividend eq shares owned by Pasadena Private Wealth
Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by Pasadena Private Wealth
from 13F filings
Historical chart of Pasadena Private Wealth investment in Schwab Strategic Tr us dividend eq
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Quarterly reported holdings in Schwab Strategic Tr us dividend eq by Pasadena Private Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.8M | 22k | 84.53 |
| 2024-06-30 | $1.8M | 23k | 77.76 |
| 2024-03-31 | $1.7M | 21k | 80.63 |
| 2023-12-31 | $1.6M | 20k | 76.13 |
| 2023-09-30 | $1.4M | 19k | 70.76 |
| 2023-06-30 | $1.5M | 21k | 72.62 |
| 2023-03-31 | $1.6M | 22k | 73.16 |
| 2022-12-31 | $1.9M | 25k | 75.54 |
| 2022-09-30 | $1.2M | 18k | 66.44 |
| 2022-06-30 | $1.2M | 17k | 71.63 |
| 2022-03-31 | $1.2M | 15k | 78.92 |
| 2021-12-31 | $1.4M | 18k | 80.82 |
| 2021-09-30 | $1.4M | 19k | 74.22 |
| 2021-06-30 | $6.6M | 87k | 75.62 |
| 2021-03-31 | $1.0M | 14k | 72.94 |
| 2020-12-31 | $867k | 14k | 64.17 |
| 2020-09-30 | $737k | 13k | 55.30 |
| 2020-06-30 | $759k | 15k | 51.72 |
| 2020-03-31 | $828k | 17k | 48.27 |
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