Schwab Strategic Tr us dividend eq shares owned by Phil A. Younker & Associates
Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by Phil A. Younker & Associates
from 13F filings
Historical chart of Phil A. Younker & Associates investment in Schwab Strategic Tr us dividend eq
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Quarterly reported holdings in Schwab Strategic Tr us dividend eq by Phil A. Younker & Associates
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $7.2M | 263k | 27.30 |
| 2025-06-30 | $4.8M | 180k | 26.50 |
| 2025-03-31 | $5.0M | 180k | 27.96 |
| 2024-12-31 | $4.9M | 181k | 27.32 |
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