Schwab Strategic Tr us dividend eq shares owned by Welch & Forbes
Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by Welch & Forbes
from 13F filings
Historical chart of Welch & Forbes investment in Schwab Strategic Tr us dividend eq
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Quarterly reported holdings in Schwab Strategic Tr us dividend eq by Welch & Forbes
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.6M | 94k | 27.30 |
| 2025-06-30 | $2.5M | 94k | 26.50 |
| 2025-03-31 | $2.6M | 94k | 27.96 |
| 2024-12-31 | $2.6M | 94k | 27.32 |
| 2024-09-30 | $2.6M | 31k | 84.53 |
| 2024-06-30 | $2.4M | 31k | 77.55 |
| 2024-03-31 | $2.5M | 31k | 80.63 |
| 2023-12-31 | $2.3M | 31k | 76.13 |
| 2023-09-30 | $2.2M | 31k | 70.76 |
| 2023-06-30 | $2.2M | 31k | 72.62 |
| 2023-03-31 | $2.3M | 32k | 73.16 |
| 2022-12-31 | $2.4M | 32k | 75.54 |
| 2022-09-30 | $2.1M | 32k | 66.44 |
| 2022-06-30 | $2.3M | 32k | 71.65 |
| 2022-03-31 | $2.5M | 32k | 78.89 |
| 2021-12-31 | $2.0M | 25k | 80.82 |
| 2021-09-30 | $1.6M | 22k | 74.24 |
| 2021-06-30 | $1.6M | 22k | 75.64 |
| 2021-03-31 | $937k | 13k | 72.92 |
| 2020-12-31 | $824k | 13k | 64.12 |
| 2020-09-30 | $711k | 13k | 55.33 |
| 2020-06-30 | $665k | 13k | 51.75 |
| 2020-03-31 | $578k | 13k | 44.98 |
| 2019-12-31 | $744k | 13k | 57.90 |
| 2019-09-30 | $704k | 13k | 54.79 |
| 2019-06-30 | $682k | 13k | 53.07 |
| 2019-03-31 | $668k | 13k | 52.25 |
| 2018-12-31 | $601k | 13k | 47.01 |
| 2018-09-30 | $678k | 13k | 53.03 |
| 2018-06-30 | $630k | 13k | 49.28 |
| 2018-03-31 | $495k | 10k | 49.01 |
| 2017-12-31 | $517k | 10k | 51.19 |
| 2017-09-30 | $473k | 10k | 46.83 |
| 2017-06-30 | $456k | 10k | 45.15 |
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