Schwab Strategic Tr us dividend eq shares owned by SWS Partners
Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by SWS Partners
from 13F filings
Historical chart of SWS Partners investment in Schwab Strategic Tr us dividend eq
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Quarterly reported holdings in Schwab Strategic Tr us dividend eq by SWS Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $918k | 11k | 80.63 |
| 2023-09-30 | $807k | 11k | 70.76 |
| 2023-06-30 | $780k | 12k | 66.33 |
| 2023-03-31 | $835k | 11k | 73.16 |
| 2022-12-31 | $1.2M | 16k | 75.52 |
| 2022-09-30 | $1.1M | 16k | 66.45 |
| 2020-12-31 | $993k | 16k | 64.14 |
| 2020-09-30 | $924k | 17k | 55.27 |
| 2020-03-31 | $842k | 19k | 44.98 |
| 2019-09-30 | $16M | 293k | 53.38 |
| 2019-06-30 | $941k | 18k | 53.85 |
| 2018-12-31 | $993k | 21k | 46.97 |
| 2018-09-30 | $1.0M | 19k | 53.01 |
| 2018-06-30 | $943k | 19k | 49.28 |
| 2018-03-31 | $472k | 9.9k | 47.85 |
| 2017-12-31 | $410k | 8.0k | 51.13 |
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