Schwab Strategic Tr us dividend eq shares owned by Pathstone Family Office
Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by Pathstone Family Office
from 13F filings
Historical chart of Pathstone Family Office investment in Schwab Strategic Tr us dividend eq
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Quarterly reported holdings in Schwab Strategic Tr us dividend eq by Pathstone Family Office
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $20M | 283k | 70.94 |
| 2023-06-30 | $4.7M | 64k | 73.20 |
| 2023-03-31 | $4.7M | 64k | 73.74 |
| 2022-12-31 | $2.9M | 64k | 45.48 |
| 2022-09-30 | $4.3M | 64k | 67.19 |
| 2022-06-30 | $3.1M | 43k | 71.63 |
| 2022-03-31 | $3.4M | 43k | 80.28 |
| 2021-12-31 | $3.4M | 42k | 80.83 |
| 2021-09-30 | $3.4M | 45k | 74.25 |
| 2021-06-30 | $3.3M | 44k | 75.62 |
| 2021-03-31 | $3.1M | 42k | 72.91 |
| 2020-12-31 | $2.8M | 44k | 64.13 |
| 2020-09-30 | $1.6M | 29k | 55.28 |
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