Schwab Strategic Tr us dividend eq shares owned by Planning Directions
Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by Planning Directions
from 13F filings
Historical chart of Planning Directions investment in Schwab Strategic Tr us dividend eq
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Quarterly reported holdings in Schwab Strategic Tr us dividend eq by Planning Directions
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $27M | 335k | 80.63 |
| 2023-12-31 | $24M | 308k | 76.13 |
| 2023-09-30 | $20M | 280k | 70.76 |
| 2023-06-30 | $19M | 255k | 72.62 |
| 2023-03-31 | $13M | 182k | 73.16 |
| 2022-12-31 | $13M | 168k | 75.54 |
| 2022-09-30 | $11M | 162k | 66.43 |
| 2022-06-30 | $11M | 151k | 71.63 |
| 2022-03-31 | $9.7M | 123k | 78.89 |
| 2021-12-31 | $9.3M | 114k | 80.83 |
| 2021-09-30 | $8.4M | 113k | 74.24 |
| 2021-06-30 | $8.5M | 113k | 75.62 |
| 2021-03-31 | $8.1M | 111k | 72.92 |
| 2020-12-31 | $7.1M | 111k | 64.14 |
| 2020-09-30 | $5.7M | 104k | 55.30 |
| 2020-06-30 | $4.8M | 92k | 51.75 |
| 2019-12-31 | $3.6M | 62k | 57.91 |
| 2019-09-30 | $3.5M | 64k | 54.79 |
| 2019-06-30 | $3.3M | 62k | 53.07 |
| 2019-03-31 | $3.1M | 60k | 52.27 |
| 2018-12-31 | $2.6M | 56k | 46.97 |
| 2018-09-30 | $2.9M | 54k | 53.01 |
| 2018-06-30 | $2.7M | 54k | 49.28 |
| 2018-03-31 | $2.6M | 52k | 49.02 |
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