Schwab Strategic Tr us dividend eq shares owned by Rothschild Investment
Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by Rothschild Investment
from 13F filings
Historical chart of Rothschild Investment investment in Schwab Strategic Tr us dividend eq
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Quarterly reported holdings in Schwab Strategic Tr us dividend eq by Rothschild Investment
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $1.0M | 38k | 27.43 |
| 2025-09-30 | $854k | 31k | 27.30 |
| 2025-06-30 | $684k | 26k | 26.50 |
| 2025-03-31 | $724k | 26k | 27.96 |
| 2024-12-31 | $707k | 26k | 27.32 |
| 2024-09-30 | $713k | 8.4k | 84.53 |
| 2024-06-30 | $640k | 8.2k | 77.76 |
| 2024-03-31 | $642k | 8.0k | 80.63 |
| 2023-12-31 | $601k | 7.9k | 76.13 |
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