Schwab Strategic Tr us dividend eq shares owned by Waller Financial Planning Group
Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by Waller Financial Planning Group
from 13F filings
Historical chart of Waller Financial 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 Waller Financial Planning Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $19M | 225k | 84.53 |
| 2024-06-30 | $17M | 222k | 77.76 |
| 2024-03-31 | $17M | 215k | 80.63 |
| 2023-12-31 | $14M | 184k | 76.13 |
| 2023-09-30 | $13M | 187k | 70.76 |
| 2023-06-30 | $14M | 187k | 72.62 |
| 2023-03-31 | $13M | 181k | 73.16 |
| 2022-12-31 | $14M | 181k | 75.54 |
| 2022-09-30 | $12M | 182k | 66.43 |
| 2022-06-30 | $13M | 182k | 71.63 |
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