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Schwab Strategic Tr us dividend eq shares owned by Total Investment Management

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

Historical chart of Total Investment 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 Total Investment 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 Total Investment Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $219k 8.0k 27.43
2025-06-30 $43k 1.6k 26.49
2019-09-30 $654k 12k 54.76
2019-06-30 $613k 12k 51.82
2019-03-31 $538k 10k 51.58
2018-12-31 $546k 11k 50.19
2018-09-30 $580k 11k 52.98
2018-06-30 $554k 11k 49.26
2018-03-31 $493k 10k 49.04
2017-12-31 $579k 11k 51.15
2017-09-30 $478k 10k 46.80
2017-06-30 $774k 17k 45.09
2017-03-31 $765k 17k 44.56
2016-12-31 $947k 22k 43.55