Schwab Strategic Tr us dividend eq shares owned by Rocky Mountain Advisers
Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by Rocky Mountain Advisers
from 13F filings
Historical chart of Rocky Mountain Advisers investment in Schwab Strategic Tr us dividend eq
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Quarterly reported holdings in Schwab Strategic Tr us dividend eq by Rocky Mountain Advisers
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $27M | 329k | 80.63 |
| 2023-12-31 | $21M | 277k | 76.13 |
| 2023-09-30 | $14M | 193k | 70.76 |
| 2023-06-30 | $3.4M | 47k | 73.16 |
| 2023-03-31 | $3.4M | 47k | 73.16 |
| 2022-12-31 | $3.7M | 49k | 75.54 |
| 2022-09-30 | $3.3M | 49k | 66.43 |
| 2022-06-30 | $3.2M | 45k | 71.62 |
| 2022-03-31 | $3.4M | 43k | 78.89 |
| 2021-12-31 | $3.5M | 43k | 80.84 |
| 2021-09-30 | $3.1M | 42k | 74.24 |
| 2021-06-30 | $3.4M | 44k | 75.63 |
| 2021-03-31 | $2.9M | 40k | 72.93 |
| 2020-12-31 | $2.4M | 38k | 64.14 |
| 2020-09-30 | $2.1M | 38k | 55.29 |
| 2020-06-30 | $1.8M | 36k | 51.76 |
| 2020-03-31 | $1.5M | 33k | 44.98 |
| 2019-12-31 | $1.9M | 33k | 57.91 |
| 2019-09-30 | $1.7M | 31k | 54.76 |
| 2019-06-30 | $1.6M | 30k | 53.06 |
| 2019-03-31 | $1.4M | 28k | 52.28 |
| 2018-12-31 | $1.3M | 27k | 46.97 |
| 2018-09-30 | $1.4M | 26k | 53.00 |
| 2018-06-30 | $1.1M | 23k | 49.27 |
| 2018-03-31 | $1.0M | 21k | 49.03 |
| 2017-12-31 | $1.1M | 21k | 51.15 |
| 2017-09-30 | $785k | 17k | 46.83 |
| 2017-06-30 | $726k | 16k | 45.08 |
| 2017-03-31 | $766k | 17k | 44.59 |
| 2016-12-31 | $483k | 11k | 43.56 |
| 2016-09-30 | $378k | 8.9k | 42.27 |
| 2016-06-30 | $371k | 8.9k | 41.48 |
| 2016-03-31 | $224k | 5.6k | 40.07 |
| 2015-12-31 | $202k | 5.2k | 38.55 |
| 2015-09-30 | $128k | 3.6k | 35.96 |
| 2015-06-30 | $39k | 1.0k | 38.61 |
| 2015-03-31 | $13k | 330 | 39.39 |
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