Schwab Strategic Tr us dividend eq shares owned by Sigma Planning
Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by Sigma Planning
from 13F filings
Historical chart of Sigma Planning investment in Schwab Strategic Tr us dividend eq
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Quarterly reported holdings in Schwab Strategic Tr us dividend eq by Sigma Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $25M | 297k | 84.53 |
| 2024-06-30 | $23M | 292k | 77.76 |
| 2024-03-31 | $31M | 382k | 80.63 |
| 2023-12-31 | $12M | 160k | 76.13 |
| 2023-09-30 | $28M | 391k | 70.76 |
| 2023-06-30 | $28M | 381k | 72.62 |
| 2023-03-31 | $36M | 487k | 73.16 |
| 2022-12-31 | $30M | 397k | 75.54 |
| 2022-09-30 | $25M | 376k | 66.43 |
| 2022-06-30 | $24M | 340k | 71.63 |
| 2022-03-31 | $23M | 290k | 78.89 |
| 2021-12-31 | $13M | 166k | 80.83 |
| 2021-09-30 | $11M | 143k | 74.24 |
| 2021-06-30 | $10M | 133k | 75.62 |
| 2021-03-31 | $9.0M | 124k | 72.92 |
| 2020-12-31 | $6.5M | 102k | 64.14 |
| 2020-09-30 | $5.3M | 95k | 55.30 |
| 2020-06-30 | $4.3M | 83k | 51.75 |
| 2020-03-31 | $3.2M | 71k | 44.98 |
| 2019-12-31 | $3.4M | 59k | 57.93 |
| 2019-09-30 | $3.1M | 56k | 54.78 |
| 2019-06-30 | $2.7M | 51k | 53.08 |
| 2019-03-31 | $2.4M | 46k | 52.29 |
| 2018-12-31 | $446k | 9.5k | 46.97 |
| 2018-09-30 | $411k | 7.7k | 53.06 |
| 2018-06-30 | $221k | 4.5k | 49.21 |
| 2018-03-31 | $293k | 6.0k | 49.05 |
| 2016-09-30 | $212k | 5.0k | 42.32 |
| 2016-06-30 | $224k | 5.4k | 41.43 |
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