Schwab Strategic Tr us dividend eq shares owned by Private Ocean
Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by Private Ocean
from 13F filings
Historical chart of Private Ocean investment in Schwab Strategic Tr us dividend eq
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Quarterly reported holdings in Schwab Strategic Tr us dividend eq by Private Ocean
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $5.0M | 65k | 77.76 |
| 2024-03-31 | $2.7M | 33k | 80.63 |
| 2023-12-31 | $2.0M | 26k | 76.13 |
| 2023-09-30 | $2.0M | 28k | 70.76 |
| 2023-06-30 | $1.6M | 22k | 72.62 |
| 2023-03-31 | $580k | 7.9k | 73.16 |
| 2022-12-31 | $597k | 7.9k | 75.54 |
| 2022-09-30 | $665k | 10k | 66.39 |
| 2022-06-30 | $495k | 6.9k | 71.52 |
| 2022-03-31 | $243k | 3.1k | 78.74 |
| 2021-12-31 | $249k | 3.1k | 80.71 |
| 2021-09-30 | $223k | 3.0k | 74.21 |
| 2021-03-31 | $4.0k | 51 | 78.43 |
| 2020-12-31 | $3.0k | 51 | 58.82 |
| 2020-09-30 | $3.0k | 50 | 60.00 |
| 2020-06-30 | $2.0k | 50 | 40.00 |
| 2020-03-31 | $33k | 750 | 44.00 |
| 2019-09-30 | $42k | 750 | 56.00 |
| 2014-03-31 | $4.0k | 99 | 40.40 |
| 2013-12-31 | $2.0k | 60 | 33.33 |
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