Schwab Strategic Tr us dividend eq shares owned by Whelan Financial
Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by Whelan Financial
from 13F filings
Historical chart of Whelan Financial investment in Schwab Strategic Tr us dividend eq
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Quarterly reported holdings in Schwab Strategic Tr us dividend eq by Whelan Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $46M | 547k | 84.53 |
| 2024-06-30 | $42M | 538k | 77.76 |
| 2024-03-31 | $42M | 525k | 80.63 |
| 2023-12-31 | $40M | 530k | 76.13 |
| 2023-09-30 | $36M | 511k | 70.76 |
| 2023-06-30 | $36M | 496k | 72.62 |
| 2023-03-31 | $36M | 486k | 73.16 |
| 2022-12-31 | $36M | 477k | 75.54 |
| 2022-09-30 | $24M | 364k | 66.43 |
| 2022-06-30 | $25M | 353k | 71.63 |
| 2022-03-31 | $27M | 338k | 78.89 |
| 2021-12-31 | $27M | 332k | 80.83 |
| 2021-09-30 | $41M | 551k | 74.24 |
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