Schwab Strategic Tr us dividend eq shares owned by WR Wealth Planners
Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by WR Wealth Planners
from 13F filings
Historical chart of WR Wealth Planners investment in Schwab Strategic Tr us dividend eq
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Quarterly reported holdings in Schwab Strategic Tr us dividend eq by WR Wealth Planners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $114k | 1.3k | 84.53 |
| 2024-06-30 | $3.9k | 50 | 77.76 |
| 2024-03-31 | $5.2k | 64 | 80.63 |
| 2023-09-30 | $50k | 700 | 70.76 |
| 2023-06-30 | $60k | 820 | 72.64 |
| 2023-03-31 | $1.6k | 22 | 73.18 |
| 2022-12-31 | $528 | 7 | 75.57 |
| 2022-09-30 | $465 | 7 | 66.43 |
| 2022-06-30 | $2.5k | 35 | 71.63 |
| 2022-03-31 | $2.8k | 35 | 78.89 |
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