Schwab Strategic Tr us dividend eq shares owned by West Branch Capital
Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by West Branch Capital
from 13F filings
Historical chart of West Branch Capital investment in Schwab Strategic Tr us dividend eq
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Quarterly reported holdings in Schwab Strategic Tr us dividend eq by West Branch Capital
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $19k | 218 | 84.69 |
| 2024-06-30 | $16k | 204 | 77.74 |
| 2024-03-31 | $16k | 204 | 80.60 |
| 2023-12-31 | $19k | 250 | 76.23 |
| 2023-09-30 | $11k | 153 | 70.95 |
| 2023-06-30 | $8.6k | 118 | 72.81 |
| 2023-03-31 | $6.6k | 90 | 73.34 |
| 2022-12-31 | $5.7k | 76 | 75.07 |
| 2022-09-30 | $4.0k | 62 | 64.52 |
| 2022-06-30 | $3.0k | 40 | 75.00 |
| 2022-03-31 | $999 | 17 | 58.82 |
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