Strategic Investment Solutions »

Schwab Strategic Tr us dividend eq shares owned by Strategic Investment Solutions

Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by Strategic Investment Solutions from 13F filings

Historical chart of Strategic Investment Solutions 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 Strategic Investment Solutions consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Schwab Strategic Tr us dividend eq by Strategic Investment Solutions

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.9M 142k 27.30
2025-06-30 $4.4M 164k 26.73
2025-03-31 $5.4M 194k 27.94
2024-12-31 $7.4M 271k 27.33
2024-09-30 $8.3M 98k 84.53
2024-06-30 $8.0M 96k 83.38
2023-12-31 $16M 203k 76.13
2023-09-30 $545M 7.4M 73.78
2023-06-30 $9.2M 132k 69.87
2023-03-31 $32M 442k 73.16
2022-12-31 $34M 429k 78.03