Schwab Strategic Tr us dividend eq shares owned by Roman Butler Fullerton & Co
Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by Roman Butler Fullerton & Co
from 13F filings
Historical chart of Roman Butler Fullerton & Co investment in Schwab Strategic Tr us dividend eq
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Quarterly reported holdings in Schwab Strategic Tr us dividend eq by Roman Butler Fullerton & Co
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.6M | 133k | 26.74 |
| 2025-06-30 | $3.5M | 127k | 27.32 |
| 2025-03-31 | $3.8M | 148k | 25.43 |
| 2024-12-31 | $3.7M | 129k | 28.45 |
| 2024-09-30 | $3.5M | 123k | 28.57 |
| 2024-06-30 | $3.0M | 39k | 77.87 |
| 2024-03-31 | $2.7M | 34k | 77.24 |
| 2023-12-31 | $2.4M | 32k | 77.02 |
| 2023-09-30 | $1.7M | 25k | 70.32 |
| 2023-06-30 | $1.7M | 23k | 74.50 |
| 2023-03-31 | $1.5M | 21k | 72.16 |
| 2022-12-31 | $1.3M | 17k | 77.17 |
| 2022-09-30 | $646k | 9.6k | 67.22 |
| 2022-06-30 | $454k | 6.3k | 71.87 |
| 2022-03-31 | $441k | 5.6k | 78.91 |
| 2021-12-31 | $417k | 5.2k | 80.89 |
| 2021-09-30 | $394k | 5.1k | 76.79 |
| 2021-06-30 | $277k | 3.7k | 75.60 |
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