Schwab Strategic Tr us dividend eq shares owned by Sigma Investment Counselors
Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by Sigma Investment Counselors
from 13F filings
Historical chart of Sigma Investment Counselors investment in Schwab Strategic Tr us dividend eq
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Quarterly reported holdings in Schwab Strategic Tr us dividend eq by Sigma Investment Counselors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $530k | 19k | 27.30 |
| 2025-06-30 | $589k | 22k | 26.50 |
| 2025-03-31 | $576k | 21k | 27.96 |
| 2024-12-31 | $618k | 23k | 27.32 |
| 2024-09-30 | $642k | 7.6k | 84.53 |
| 2024-06-30 | $594k | 7.6k | 77.76 |
| 2024-03-31 | $618k | 7.7k | 80.63 |
| 2023-12-31 | $549k | 7.2k | 76.13 |
| 2023-09-30 | $510k | 7.2k | 70.76 |
| 2023-06-30 | $507k | 7.0k | 72.62 |
| 2023-03-31 | $539k | 7.4k | 73.16 |
| 2022-12-31 | $552k | 7.3k | 75.54 |
| 2022-09-30 | $485k | 7.3k | 66.46 |
| 2022-06-30 | $525k | 7.3k | 71.68 |
| 2022-03-31 | $576k | 7.3k | 78.93 |
| 2021-12-31 | $614k | 7.6k | 80.89 |
| 2021-09-30 | $565k | 7.6k | 74.26 |
| 2021-06-30 | $642k | 8.5k | 75.57 |
| 2021-03-31 | $589k | 8.1k | 72.88 |
| 2020-12-31 | $525k | 8.2k | 64.09 |
| 2017-12-31 | $217k | 4.2k | 51.22 |
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