Schwab Strategic Tr us dividend eq shares owned by Schrum Private Wealth Management
Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by Schrum Private Wealth Management
from 13F filings
Historical chart of Schrum Private Wealth Management investment in Schwab Strategic Tr us dividend eq
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Quarterly reported holdings in Schwab Strategic Tr us dividend eq by Schrum Private Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $729k | 27k | 27.43 |
| 2025-09-30 | $651k | 24k | 27.30 |
| 2025-06-30 | $627k | 24k | 26.50 |
| 2025-03-31 | $657k | 24k | 27.96 |
| 2024-12-31 | $780k | 29k | 27.32 |
| 2024-09-30 | $1.6M | 19k | 84.53 |
| 2024-06-30 | $765k | 9.8k | 77.76 |
| 2024-03-31 | $899k | 11k | 80.63 |
| 2023-12-31 | $715k | 9.4k | 76.13 |
| 2023-09-30 | $716k | 10k | 70.76 |
| 2023-06-30 | $731k | 10k | 72.62 |
| 2023-03-31 | $719k | 9.8k | 73.16 |
| 2022-12-31 | $588k | 7.8k | 75.54 |
| 2022-09-30 | $301k | 4.5k | 66.42 |
| 2022-06-30 | $241k | 3.4k | 71.73 |
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