Schwab Strategic Tr us dividend eq shares owned by Stonebridge Financial Planning Group
Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by Stonebridge Financial Planning Group
from 13F filings
Historical chart of Stonebridge Financial Planning Group investment in Schwab Strategic Tr us dividend eq
Tip: Access up to 7 years of quarterly data
All positions including Schwab Strategic Tr us dividend eq held by Stonebridge Financial Planning Group consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Schwab Strategic Tr us dividend eq by Stonebridge Financial Planning Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $2.2M | 29k | 76.13 |
| 2023-09-30 | $1.9M | 27k | 70.76 |
| 2023-06-30 | $2.1M | 29k | 72.62 |
| 2023-03-31 | $2.2M | 31k | 73.16 |
| 2022-12-31 | $2.1M | 28k | 75.54 |
| 2022-09-30 | $1.6M | 25k | 66.45 |
| 2022-06-30 | $1.4M | 20k | 71.62 |
| 2021-12-31 | $28k | 354 | 79.10 |
| 2021-09-30 | $28k | 354 | 79.10 |
| 2021-06-30 | $46k | 604 | 76.16 |
| 2021-03-31 | $26k | 354 | 73.45 |
More positions owned by Stonebridge Financial Planning Group
View all positions for Stonebridge Financial Planning Group
Top funds holding Schwab Strategic Tr us dividend eq
View all funds holding Schwab Strategic Tr us dividend eq