Schwab Strategic Tr us dividend eq shares owned by Summit Wealth & Retirement Planning
Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by Summit Wealth & Retirement Planning
from 13F filings
Historical chart of Summit Wealth & Retirement Planning 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 & Retirement Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $961k | 13k | 76.13 |
| 2023-09-30 | $852k | 12k | 70.76 |
| 2023-06-30 | $813k | 11k | 72.62 |
| 2023-03-31 | $703k | 9.6k | 73.16 |
| 2022-12-31 | $722k | 9.6k | 75.59 |
| 2022-09-30 | $713k | 11k | 66.39 |
| 2022-06-30 | $1.0M | 15k | 71.62 |
| 2022-03-31 | $1.2M | 15k | 78.92 |
| 2021-12-31 | $1.3M | 16k | 80.83 |
| 2021-09-30 | $1.2M | 16k | 74.26 |
| 2021-06-30 | $1.2M | 16k | 75.63 |
| 2021-03-31 | $1.2M | 17k | 72.92 |
| 2020-12-31 | $1.0M | 16k | 64.16 |
| 2020-09-30 | $907k | 16k | 55.31 |
| 2020-06-30 | $849k | 16k | 51.73 |
| 2020-03-31 | $900k | 20k | 44.99 |
| 2019-12-31 | $1.2M | 20k | 57.91 |
| 2019-09-30 | $988k | 18k | 54.75 |
| 2019-06-30 | $1.1M | 21k | 53.05 |
| 2019-03-31 | $1.1M | 21k | 52.28 |
| 2018-12-31 | $923k | 20k | 46.95 |
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