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Schwab Strategic Tr us dividend eq shares owned by Revolve Wealth Partners

Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by Revolve Wealth Partners from 13F filings

Historical chart of Revolve Wealth Partners investment in Schwab Strategic Tr us dividend eq

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr us dividend eq held by Revolve Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Strategic Tr us dividend eq by Revolve Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.1M 25k 84.53
2024-06-30 $2.1M 27k 77.76
2024-03-31 $2.2M 27k 80.63
2023-12-31 $2.1M 27k 76.13
2023-09-30 $1.9M 27k 70.76
2023-06-30 $2.0M 28k 72.62
2023-03-31 $2.5M 34k 73.16
2022-12-31 $2.3M 31k 75.54
2022-09-30 $1.6M 24k 66.44
2022-06-30 $1.5M 21k 71.61
2022-03-31 $1.7M 22k 78.91
2021-12-31 $1.4M 18k 80.84