Schwab Strategic Tr us dividend eq shares owned by Walter & Keenan Financial Consulting
Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by Walter & Keenan Financial Consulting
from 13F filings
Historical chart of Walter & Keenan Financial Consulting 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 Walter & Keenan Financial Consulting consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Schwab Strategic Tr us dividend eq by Walter & Keenan Financial Consulting
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.8M | 103k | 27.30 |
| 2025-06-30 | $2.9M | 111k | 26.50 |
| 2025-03-31 | $3.1M | 112k | 27.96 |
| 2024-12-31 | $3.1M | 115k | 27.32 |
| 2024-09-30 | $3.2M | 38k | 84.53 |
| 2024-06-30 | $3.4M | 43k | 77.76 |
| 2024-03-31 | $3.5M | 43k | 80.63 |
| 2023-12-31 | $1.7M | 22k | 76.13 |
| 2023-09-30 | $1.3M | 18k | 70.76 |
| 2023-06-30 | $1.3M | 18k | 72.62 |
| 2023-03-31 | $1.2M | 17k | 73.16 |
| 2022-12-31 | $1.3M | 17k | 75.54 |
| 2022-09-30 | $556k | 8.4k | 66.47 |
| 2022-06-30 | $593k | 8.3k | 71.66 |
| 2022-03-31 | $586k | 7.4k | 78.92 |
| 2021-12-31 | $600k | 7.4k | 80.81 |
| 2021-09-30 | $590k | 8.0k | 74.21 |
| 2021-06-30 | $268k | 3.6k | 75.49 |
| 2021-03-31 | $308k | 4.2k | 72.90 |
More positions owned by Walter & Keenan Financial Consulting
View all positions for Walter & Keenan Financial Consulting
Top funds holding Schwab Strategic Tr us dividend eq
View all funds holding Schwab Strategic Tr us dividend eq