Schwab Strategic Tr us dividend eq shares owned by Stone Point Wealth
Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by Stone Point Wealth
from 13F filings
Historical chart of Stone Point Wealth investment in Schwab Strategic Tr us dividend eq
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Quarterly reported holdings in Schwab Strategic Tr us dividend eq by Stone Point Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $343k | 13k | 27.30 |
| 2025-06-30 | $333k | 13k | 26.50 |
| 2025-03-31 | $351k | 13k | 27.96 |
| 2024-12-31 | $343k | 13k | 27.32 |
| 2024-09-30 | $354k | 4.2k | 84.53 |
| 2024-06-30 | $326k | 4.2k | 77.76 |
| 2024-03-31 | $342k | 4.2k | 80.64 |
| 2023-12-31 | $306k | 4.0k | 76.14 |
| 2023-09-30 | $284k | 4.0k | 70.77 |
| 2023-06-30 | $270k | 3.7k | 72.62 |
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