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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

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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
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