Schwab Strategic Tr us dividend eq shares owned by Plan
Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by Plan
from 13F filings
Historical chart of Plan investment in Schwab Strategic Tr us dividend eq
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Quarterly reported holdings in Schwab Strategic Tr us dividend eq by Plan
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $7.3M | 266k | 27.30 |
| 2025-06-30 | $7.1M | 270k | 26.50 |
| 2025-03-31 | $7.5M | 269k | 27.96 |
| 2024-12-31 | $1.4M | 49k | 27.32 |
| 2024-09-30 | $1.4M | 17k | 84.53 |
| 2024-06-30 | $1.4M | 17k | 77.76 |
| 2024-03-31 | $1.6M | 19k | 80.63 |
| 2023-12-31 | $1.4M | 19k | 76.13 |
| 2023-09-30 | $2.1M | 30k | 70.76 |
| 2023-06-30 | $986k | 14k | 72.62 |
| 2023-03-31 | $953k | 13k | 73.16 |
| 2022-12-31 | $981k | 13k | 75.54 |
| 2022-09-30 | $889k | 13k | 66.41 |
| 2022-06-30 | $956k | 13k | 71.66 |
| 2022-03-31 | $1.0M | 13k | 78.86 |
| 2021-12-31 | $988k | 12k | 80.84 |
| 2021-09-30 | $904k | 12k | 74.26 |
| 2021-06-30 | $780k | 10k | 75.61 |
| 2021-03-31 | $750k | 10k | 72.90 |
| 2020-12-31 | $658k | 10k | 64.13 |
| 2020-09-30 | $565k | 10k | 55.27 |
| 2020-06-30 | $560k | 11k | 51.75 |
| 2020-03-31 | $457k | 10k | 45.02 |
| 2019-12-31 | $529k | 9.1k | 57.91 |
| 2019-09-30 | $497k | 9.1k | 54.80 |
| 2019-06-30 | $480k | 9.0k | 53.10 |
| 2019-03-31 | $473k | 9.0k | 52.32 |
| 2018-12-31 | $423k | 9.0k | 46.92 |
| 2018-09-30 | $475k | 9.0k | 53.03 |
| 2018-06-30 | $440k | 8.9k | 49.28 |
| 2018-03-31 | $438k | 8.9k | 49.06 |
| 2017-12-31 | $456k | 8.9k | 51.18 |
| 2017-09-30 | $416k | 8.9k | 46.83 |
| 2017-06-30 | $399k | 8.9k | 45.04 |
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