Schwab Strategic Tr us dividend eq shares owned by TrinityPoint Wealth
Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by TrinityPoint Wealth
from 13F filings
Historical chart of TrinityPoint Wealth investment in Schwab Strategic Tr us dividend eq
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Quarterly reported holdings in Schwab Strategic Tr us dividend eq by TrinityPoint Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $26M | 954k | 27.32 |
| 2024-09-30 | $26M | 302k | 84.53 |
| 2024-06-30 | $22M | 283k | 77.76 |
| 2024-03-31 | $21M | 261k | 80.63 |
| 2023-12-31 | $19M | 244k | 76.13 |
| 2023-09-30 | $17M | 233k | 70.76 |
| 2023-06-30 | $15M | 211k | 72.62 |
| 2023-03-31 | $13M | 183k | 73.16 |
| 2022-12-31 | $13M | 170k | 75.54 |
| 2022-09-30 | $10M | 154k | 66.43 |
| 2022-06-30 | $11M | 147k | 71.63 |
| 2022-03-31 | $8.9M | 113k | 78.89 |
| 2021-12-31 | $8.1M | 100k | 80.83 |
| 2021-09-30 | $7.0M | 94k | 74.24 |
| 2021-06-30 | $6.8M | 91k | 75.62 |
| 2021-03-31 | $6.5M | 89k | 72.92 |
| 2020-12-31 | $5.7M | 87k | 65.76 |
| 2020-09-30 | $4.7M | 86k | 55.30 |
| 2020-06-30 | $4.3M | 84k | 51.76 |
| 2020-03-31 | $3.2M | 71k | 44.98 |
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