Schwab Strategic Tr us dividend eq shares owned by RMR Wealth Builders
Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by RMR Wealth Builders
from 13F filings
Historical chart of RMR Wealth Builders investment in Schwab Strategic Tr us dividend eq
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Quarterly reported holdings in Schwab Strategic Tr us dividend eq by RMR Wealth Builders
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $346k | 13k | 27.30 |
| 2025-06-30 | $432k | 16k | 26.50 |
| 2025-03-31 | $441k | 16k | 27.96 |
| 2024-12-31 | $400k | 15k | 27.32 |
| 2024-09-30 | $353k | 4.2k | 84.52 |
| 2024-06-30 | $307k | 3.9k | 77.75 |
| 2024-03-31 | $388k | 4.8k | 80.64 |
| 2023-12-31 | $345k | 4.5k | 76.12 |
| 2023-09-30 | $359k | 5.1k | 70.77 |
| 2023-06-30 | $381k | 5.2k | 72.63 |
| 2023-03-31 | $345k | 4.7k | 73.15 |
| 2021-03-31 | $69k | 953 | 72.40 |
| 2020-09-30 | $204k | 3.7k | 55.34 |
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