Schwab Strategic Tr us dividend eq shares owned by Zimmermann Investment Management & Planning
Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by Zimmermann Investment Management & Planning
from 13F filings
Historical chart of Zimmermann Investment Management & Planning investment in Schwab Strategic Tr us dividend eq
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Quarterly reported holdings in Schwab Strategic Tr us dividend eq by Zimmermann Investment Management & Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $494k | 6.1k | 80.63 |
| 2023-12-31 | $812k | 11k | 76.13 |
| 2023-09-30 | $1.8M | 25k | 70.76 |
| 2023-06-30 | $6.6M | 91k | 72.62 |
| 2023-03-31 | $7.1M | 97k | 73.16 |
| 2022-12-31 | $6.8M | 90k | 75.54 |
| 2022-09-30 | $5.7M | 86k | 66.43 |
| 2022-06-30 | $1.1M | 15k | 71.60 |
| 2022-03-31 | $262k | 3.3k | 78.89 |
| 2021-12-31 | $294k | 3.6k | 80.72 |
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