Schwab Strategic Tr us dividend eq shares owned by Patrick M Sweeney & Associates
Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by Patrick M Sweeney & Associates
from 13F filings
Historical chart of Patrick M Sweeney & Associates investment in Schwab Strategic Tr us dividend eq
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Quarterly reported holdings in Schwab Strategic Tr us dividend eq by Patrick M Sweeney & Associates
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $563k | 21k | 27.30 |
| 2025-06-30 | $507k | 19k | 27.35 |
| 2025-03-31 | $440k | 16k | 27.96 |
| 2024-12-31 | $413k | 15k | 27.32 |
| 2024-09-30 | $412k | 4.9k | 84.53 |
| 2024-06-30 | $283k | 3.8k | 75.08 |
| 2024-03-31 | $244k | 3.0k | 80.63 |
| 2023-12-31 | $224k | 2.9k | 76.13 |
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