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Schwab Strategic Tr us dividend eq shares owned by Sharkey, Howes & Javer

Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by Sharkey, Howes & Javer from 13F filings

Historical chart of Sharkey, Howes & Javer investment in Schwab Strategic Tr us dividend eq

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All positions including Schwab Strategic Tr us dividend eq held by Sharkey, Howes & Javer consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Strategic Tr us dividend eq by Sharkey, Howes & Javer

Quarter filed Position value Share count Share price at filing
2025-09-30 $634k 23k 27.30
2025-06-30 $670k 25k 26.50
2025-03-31 $678k 24k 27.96
2024-12-31 $690k 25k 27.32
2024-09-30 $693k 8.2k 84.53
2024-06-30 $580k 7.5k 77.76
2024-03-31 $898k 11k 80.63
2023-12-31 $1.2M 16k 76.13
2023-09-30 $7.1M 101k 70.76
2023-06-30 $13M 176k 72.62
2023-03-31 $24M 334k 73.16
2022-12-31 $36M 474k 75.54
2022-09-30 $22M 327k 66.43
2022-06-30 $28M 385k 71.63
2022-03-31 $18M 222k 78.89
2021-12-31 $13M 158k 80.83
2021-09-30 $12M 160k 74.24
2021-06-30 $12M 162k 75.62
2021-03-31 $3.1M 42k 72.93
2020-12-31 $2.9M 46k 64.14
2020-09-30 $2.7M 48k 55.29
2020-06-30 $3.7M 72k 51.74
2020-03-31 $7.6M 169k 44.98
2019-12-31 $5.3M 91k 57.92
2019-09-30 $5.1M 94k 54.78
2019-06-30 $5.0M 94k 53.07
2019-03-31 $5.0M 96k 52.28
2018-12-31 $10M 222k 46.97
2018-09-30 $12M 226k 53.00
2018-06-30 $11M 229k 49.29
2018-03-31 $11M 233k 49.03
2017-12-31 $13M 209k 63.78
2017-09-30 $14M 286k 47.74
2017-06-30 $13M 294k 45.10
2017-03-31 $15M 341k 44.58
2016-12-31 $12M 276k 43.57
2016-09-30 $11M 267k 42.31
2016-06-30 $11M 260k 41.44
2016-03-31 $6.2M 154k 40.09
2015-12-31 $358k 3.6k 98.98
2015-09-30 $19M 510k 36.25
2015-06-30 $26M 685k 38.29
2015-03-31 $27M 687k 39.41

More positions owned by Sharkey, Howes & Javer

Ishares Tr Core S&p500 Etf (IVV)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr S&p 100 Etf (OEF)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Core Msci Emkt (IEMG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Blackrock Etf Trust Ishares A I Inno (BAI)
Ishares Tr Mbs Etf (MBB)
Blackrock Etf Trust Ishares Us Thema (THRO)
Blackrock Etf Trust Ii Ishares Flexible (BINC)
Ishares Tr Esg Awr Msci Usa (ESGU)

View all positions for Sharkey, Howes & Javer

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