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Schwab Strategic Tr us dividend eq shares owned by Financial Partners Capital Management

Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by Financial Partners Capital Management from 13F filings

Historical chart of Financial Partners Capital 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 Financial Partners Capital 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 Financial Partners Capital Management

Quarter filed Position value Share count Share price at filing
2022-12-31 $3.4M 45k 75.54
2022-09-30 $2.8M 42k 66.43
2022-06-30 $2.9M 41k 71.63
2022-03-31 $3.2M 40k 78.89
2021-12-31 $2.5M 31k 80.83
2021-09-30 $1.3M 18k 74.24
2021-06-30 $699k 9.2k 75.62