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Schwab Strategic Tr us dividend eq shares owned by IHT Wealth Management

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

Historical chart of IHT Wealth 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 IHT Wealth 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 IHT Wealth Management

Quarter filed Position value Share count Share price at filing
2023-09-30 $12M 174k 70.76
2023-06-30 $11M 154k 72.62
2023-03-31 $9.5M 130k 73.16
2022-12-31 $8.1M 107k 75.54
2022-09-30 $6.1M 91k 66.42
2022-06-30 $1.8M 26k 71.63
2022-03-31 $1.4M 18k 78.89
2021-12-31 $950k 12k 80.80
2021-09-30 $851k 12k 74.27
2021-06-30 $918k 12k 75.64
2021-03-31 $803k 11k 72.90
2020-12-31 $349k 5.4k 64.10
2018-03-31 $65k 1.4k 47.86
2017-12-31 $71k 1.4k 52.28
2017-09-30 $1.0k 25 40.00
2017-06-30 $2.0k 25 80.00