Schwab Strategic Tr us dividend eq shares owned by White Lighthouse Investment Management
Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by White Lighthouse Investment Management
from 13F filings
Historical chart of White Lighthouse Investment Management investment in Schwab Strategic Tr us dividend eq
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Quarterly reported holdings in Schwab Strategic Tr us dividend eq by White Lighthouse Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $3.2M | 43k | 76.13 |
| 2023-09-30 | $3.1M | 44k | 70.76 |
| 2023-06-30 | $3.1M | 43k | 72.62 |
| 2023-03-31 | $3.1M | 43k | 73.16 |
| 2022-12-31 | $3.3M | 43k | 75.54 |
| 2022-09-30 | $2.9M | 43k | 66.42 |
| 2022-06-30 | $3.0M | 42k | 71.64 |
| 2022-03-31 | $3.3M | 42k | 78.89 |
| 2021-12-31 | $3.4M | 43k | 80.84 |
| 2021-09-30 | $2.9M | 39k | 74.23 |
| 2021-06-30 | $2.9M | 39k | 75.61 |
| 2021-03-31 | $2.7M | 37k | 72.93 |
| 2020-12-31 | $2.2M | 35k | 64.13 |
| 2020-09-30 | $1.5M | 27k | 55.29 |
| 2020-06-30 | $458k | 8.8k | 51.80 |
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