Schwab Strategic Tr us dividend eq shares owned by Wealth Management Resources
Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by Wealth Management Resources
from 13F filings
Historical chart of Wealth Management Resources investment in Schwab Strategic Tr us dividend eq
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Quarterly reported holdings in Schwab Strategic Tr us dividend eq by Wealth Management Resources
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $24M | 865k | 27.32 |
| 2024-09-30 | $26M | 306k | 83.32 |
| 2024-06-30 | $23M | 290k | 77.76 |
| 2024-03-31 | $23M | 290k | 80.63 |
| 2023-12-31 | $21M | 277k | 76.13 |
| 2023-09-30 | $20M | 277k | 70.76 |
| 2023-06-30 | $19M | 258k | 72.62 |
| 2023-03-31 | $17M | 232k | 73.16 |
| 2022-12-31 | $17M | 225k | 75.54 |
| 2022-09-30 | $15M | 220k | 66.43 |
| 2022-06-30 | $15M | 211k | 71.63 |
| 2022-03-31 | $16M | 196k | 78.89 |
| 2021-12-31 | $15M | 191k | 80.83 |
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