Schwab Strategic Tr us dividend eq shares owned by Summit Wealth Partners
Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by Summit Wealth Partners
from 13F filings
Historical chart of Summit Wealth Partners investment in Schwab Strategic Tr us dividend eq
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Quarterly reported holdings in Schwab Strategic Tr us dividend eq by Summit Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $1.5M | 19k | 77.76 |
| 2024-03-31 | $1.6M | 20k | 80.63 |
| 2023-12-31 | $1.5M | 20k | 76.13 |
| 2023-09-30 | $1.5M | 21k | 70.76 |
| 2023-06-30 | $1.5M | 21k | 72.62 |
| 2023-03-31 | $1.5M | 21k | 73.16 |
| 2022-12-31 | $1.5M | 21k | 75.54 |
| 2022-09-30 | $1.3M | 20k | 66.43 |
| 2022-06-30 | $1.0M | 14k | 71.63 |
| 2022-03-31 | $559k | 7.1k | 78.89 |
| 2021-12-31 | $573k | 7.1k | 80.83 |
| 2021-09-30 | $381k | 5.1k | 74.24 |
| 2021-06-30 | $327k | 4.3k | 75.62 |
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