Schwab Strategic Tr us dividend eq shares owned by Perigon Wealth Management
Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by Perigon Wealth Management
from 13F filings
Historical chart of Perigon 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 Perigon Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Schwab Strategic Tr us dividend eq by Perigon Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $13M | 156k | 80.63 |
| 2023-12-31 | $12M | 160k | 76.13 |
| 2023-09-30 | $11M | 157k | 70.76 |
| 2023-06-30 | $12M | 160k | 72.62 |
| 2023-03-31 | $3.6M | 49k | 73.16 |
| 2022-12-31 | $2.8M | 37k | 75.54 |
| 2022-09-30 | $2.0M | 30k | 66.44 |
| 2022-06-30 | $2.0M | 29k | 71.65 |
| 2022-03-31 | $1.5M | 19k | 78.91 |
| 2021-12-31 | $1.2M | 15k | 80.85 |
| 2021-09-30 | $574k | 7.7k | 74.28 |
| 2021-06-30 | $578k | 7.6k | 75.57 |
| 2021-03-31 | $480k | 6.6k | 72.96 |
| 2020-12-31 | $251k | 3.9k | 64.18 |
| 2018-03-31 | $47k | 950 | 49.47 |
| 2017-12-31 | $5.0k | 93 | 53.76 |
| 2017-09-30 | $4.0k | 75 | 53.33 |
| 2017-06-30 | $3.0k | 75 | 40.00 |
| 2017-03-31 | $3.0k | 75 | 40.00 |
| 2016-12-31 | $3.0k | 75 | 40.00 |
| 2016-09-30 | $3.0k | 75 | 40.00 |
| 2016-06-30 | $3.0k | 75 | 40.00 |
| 2016-03-31 | $3.0k | 75 | 40.00 |
| 2011-09-30 | $2.0M | 30k | 66.44 |
More positions owned by Perigon Wealth Management
Home Depot (HD)
View all positions for Perigon Wealth Management
Top funds holding Schwab Strategic Tr us dividend eq
View all funds holding Schwab Strategic Tr us dividend eq