Schwab Strategic Tr us dividend eq shares owned by Walled Lake Planning & Wealth Management
Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by Walled Lake Planning & Wealth Management
from 13F filings
Historical chart of Walled Lake Planning & Wealth Management investment in Schwab Strategic Tr us dividend eq
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Quarterly reported holdings in Schwab Strategic Tr us dividend eq by Walled Lake Planning & Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $12M | 450k | 27.30 |
| 2025-06-30 | $11M | 419k | 26.50 |
| 2025-03-31 | $12M | 414k | 27.96 |
| 2024-12-31 | $11M | 416k | 27.32 |
| 2024-09-30 | $12M | 136k | 84.53 |
| 2024-06-30 | $10M | 134k | 77.76 |
| 2024-03-31 | $11M | 139k | 80.63 |
| 2023-09-30 | $9.8M | 138k | 70.76 |
| 2023-06-30 | $15M | 204k | 72.62 |
| 2023-03-31 | $15M | 201k | 73.16 |
| 2022-12-31 | $11M | 141k | 75.54 |
| 2022-09-30 | $9.4M | 141k | 66.43 |
| 2022-06-30 | $9.9M | 138k | 71.63 |
| 2022-03-31 | $11M | 136k | 78.89 |
| 2021-12-31 | $3.2M | 40k | 80.82 |
| 2021-09-30 | $2.8M | 38k | 74.24 |
| 2021-06-30 | $2.8M | 36k | 75.61 |
| 2021-03-31 | $2.6M | 36k | 72.93 |
| 2020-12-31 | $2.2M | 35k | 64.13 |
| 2020-09-30 | $1.9M | 34k | 55.29 |
| 2020-06-30 | $1.6M | 30k | 51.74 |
| 2020-03-31 | $1.3M | 30k | 44.97 |
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