Schwab Strategic Tr us dividend eq shares owned by WealthTrust DunckerStreett
Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by WealthTrust DunckerStreett
from 13F filings
Historical chart of WealthTrust DunckerStreett investment in Schwab Strategic Tr us dividend eq
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Quarterly reported holdings in Schwab Strategic Tr us dividend eq by WealthTrust DunckerStreett
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $411k | 5.1k | 80.63 |
| 2023-12-31 | $388k | 5.1k | 76.13 |
| 2023-09-30 | $372k | 5.3k | 70.75 |
| 2023-06-30 | $382k | 5.3k | 72.62 |
| 2023-03-31 | $381k | 5.2k | 73.16 |
| 2022-12-31 | $393k | 5.2k | 75.54 |
| 2022-09-30 | $346k | 5.2k | 66.51 |
| 2022-06-30 | $372k | 5.2k | 71.54 |
| 2022-03-31 | $410k | 5.2k | 78.89 |
| 2021-12-31 | $829k | 10k | 80.78 |
| 2021-09-30 | $759k | 10k | 74.26 |
| 2021-06-30 | $838k | 11k | 75.66 |
| 2021-03-31 | $844k | 12k | 72.89 |
| 2020-12-31 | $769k | 12k | 64.12 |
| 2020-09-30 | $383k | 6.9k | 55.27 |
| 2020-06-30 | $358k | 6.9k | 51.68 |
| 2020-03-31 | $288k | 6.4k | 45.03 |
| 2019-12-31 | $337k | 5.8k | 57.88 |
| 2019-09-30 | $621k | 11k | 54.82 |
| 2019-06-30 | $598k | 11k | 53.08 |
| 2019-03-31 | $537k | 10k | 52.31 |
| 2018-12-31 | $456k | 9.7k | 46.93 |
| 2018-09-30 | $510k | 9.6k | 52.95 |
| 2018-06-30 | $380k | 7.7k | 49.32 |
| 2018-03-31 | $369k | 7.5k | 49.04 |
| 2017-12-31 | $230k | 4.5k | 51.10 |
| 2017-09-30 | $210k | 4.5k | 46.75 |
| 2017-06-30 | $202k | 4.5k | 45.06 |
| 2017-03-31 | $125k | 2.8k | 44.64 |
| 2016-12-31 | $122k | 2.8k | 43.57 |
| 2016-09-30 | $118k | 2.8k | 42.14 |
| 2016-06-30 | $50k | 1.2k | 41.67 |
| 2016-03-31 | $48k | 1.2k | 40.00 |
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