Schwab Strategic Tr us dividend eq shares owned by Patten & Patten
Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by Patten & Patten
from 13F filings
Historical chart of Patten & Patten investment in Schwab Strategic Tr us dividend eq
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Quarterly reported holdings in Schwab Strategic Tr us dividend eq by Patten & Patten
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $860k | 32k | 27.30 |
| 2025-06-30 | $884k | 33k | 26.50 |
| 2025-03-31 | $978k | 35k | 27.96 |
| 2024-12-31 | $952k | 35k | 27.32 |
| 2024-09-30 | $867k | 10k | 84.53 |
| 2024-06-30 | $722k | 9.3k | 77.76 |
| 2024-03-31 | $739k | 9.2k | 80.63 |
| 2023-12-31 | $829k | 11k | 76.13 |
| 2023-09-30 | $777k | 11k | 70.76 |
| 2023-06-30 | $669k | 9.2k | 72.62 |
| 2023-03-31 | $550k | 7.5k | 73.16 |
| 2022-12-31 | $435k | 5.8k | 75.46 |
| 2022-09-30 | $382k | 5.8k | 66.41 |
| 2022-06-30 | $300k | 4.2k | 71.55 |
| 2022-03-31 | $328k | 4.2k | 78.98 |
| 2021-12-31 | $336k | 4.2k | 80.91 |
| 2021-09-30 | $308k | 4.2k | 74.16 |
| 2021-06-30 | $295k | 3.9k | 75.68 |
| 2021-03-31 | $284k | 3.9k | 72.86 |
| 2020-12-31 | $266k | 4.1k | 64.13 |
| 2020-09-30 | $409k | 7.4k | 55.36 |
| 2020-06-30 | $419k | 8.1k | 51.74 |
| 2020-03-31 | $364k | 8.1k | 44.95 |
| 2019-12-31 | $672k | 12k | 57.94 |
| 2019-09-30 | $337k | 6.2k | 54.72 |
| 2019-06-30 | $327k | 6.2k | 53.09 |
| 2019-03-31 | $322k | 6.2k | 52.28 |
| 2018-12-31 | $271k | 5.8k | 47.00 |
| 2018-09-30 | $306k | 5.8k | 53.07 |
| 2018-06-30 | $284k | 5.8k | 49.25 |
| 2013-12-31 | $215k | 5.9k | 36.67 |
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