Schwab Strategic Tr us dividend eq shares owned by Retirement Planning Group
Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by Retirement Planning Group
from 13F filings
Historical chart of Retirement Planning Group investment in Schwab Strategic Tr us dividend eq
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Quarterly reported holdings in Schwab Strategic Tr us dividend eq by Retirement Planning Group
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $654k | 7.7k | 84.53 |
2024-06-30 | $758k | 9.7k | 77.76 |
2024-03-31 | $607k | 7.5k | 80.63 |
2023-12-31 | $613k | 8.0k | 76.13 |
2019-12-31 | $318k | 5.5k | 57.90 |
2019-09-30 | $301k | 5.5k | 54.81 |
2019-06-30 | $291k | 5.5k | 52.99 |
2019-03-31 | $287k | 5.5k | 52.26 |
2018-12-31 | $275k | 5.9k | 46.92 |
2018-09-30 | $311k | 5.9k | 53.06 |
2018-06-30 | $289k | 5.9k | 49.31 |
2018-03-31 | $307k | 6.3k | 49.10 |
2017-12-31 | $351k | 6.9k | 51.10 |
2017-09-30 | $323k | 6.9k | 46.74 |
2017-06-30 | $312k | 6.9k | 45.15 |
2017-03-31 | $363k | 8.1k | 44.63 |
2016-12-31 | $352k | 8.1k | 43.62 |
2016-09-30 | $338k | 8.0k | 42.30 |
2016-06-30 | $326k | 7.9k | 41.40 |
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