Schwab Strategic Tr us dividend eq shares owned by Perennial Advisors
Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by Perennial Advisors
from 13F filings
Historical chart of Perennial Advisors investment in Schwab Strategic Tr us dividend eq
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Quarterly reported holdings in Schwab Strategic Tr us dividend eq by Perennial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $229k | 3.0k | 77.76 |
| 2024-03-31 | $238k | 3.0k | 80.63 |
| 2023-12-31 | $225k | 3.0k | 76.13 |
| 2023-09-30 | $209k | 3.0k | 70.76 |
| 2023-06-30 | $214k | 3.0k | 72.62 |
| 2023-03-31 | $255k | 3.5k | 73.16 |
| 2022-12-31 | $264k | 3.5k | 75.54 |
| 2022-09-30 | $232k | 3.5k | 66.48 |
| 2022-06-30 | $265k | 3.7k | 71.58 |
| 2022-03-31 | $291k | 3.7k | 78.99 |
| 2021-12-31 | $297k | 3.7k | 80.88 |
| 2021-09-30 | $271k | 3.7k | 74.10 |
| 2021-06-30 | $275k | 3.6k | 75.51 |
| 2021-03-31 | $265k | 3.6k | 73.02 |
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