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Schwab Strategic Tr us dividend eq shares owned by Thrive Wealth Management

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

Historical chart of Thrive Wealth Management 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 Thrive Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Strategic Tr us dividend eq by Thrive Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.2M 15k 80.63
2023-12-31 $936k 12k 76.13
2023-09-30 $873k 12k 70.76
2023-06-30 $903k 12k 72.62
2023-03-31 $223k 3.0k 73.16
2022-12-31 $225k 3.0k 75.54
2022-06-30 $214k 3.0k 71.76
2022-03-31 $235k 3.0k 78.78
2021-12-31 $294k 3.6k 80.86