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Schwab Strategic Tr us dividend eq shares owned by Western Pacific Wealth Management

Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by Western Pacific Wealth Management from 13F filings

Historical chart of Western Pacific Wealth Management 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 Western Pacific Wealth Management 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 Western Pacific Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $5.9k 70 83.97
2024-06-30 $5.3k 68 77.99
2024-03-31 $5.5k 68 80.87
2023-12-31 $5.2k 68 75.76
2023-09-30 $4.7k 67 70.76
2023-06-30 $4.9k 67 72.63
2023-03-31 $4.9k 67 73.15
2022-12-31 $5.1k 67 75.54