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Burleson & Company, LLC
> SCHD
Date | Name | Ticker | Shares | Change | Value | Change | Price |
12/31/2022 | Schwab US Dividend Equity ETF | SCHD | 99,255 | 28 | 7,497,738,000 | 7,491,146,000 | $75,540.15 |
09/30/2022 | Schwab US Dividend Equity ETF | SCHD | 99,227 | 1,106 | 6,592,000 | -436,000 | $66.43 |
06/30/2022 | Schwab US Dividend Equity ETF | SCHD | 98,121 | -64,296 | 7,028,000 | -5,785,000 | $71.63 |
03/31/2022 | Schwab US Dividend Equity ETF | SCHD | 162,417 | 3,565 | 12,813,000 | -27,000 | $78.89 |
12/31/2021 | Schwab US Dividend Equity ETF | SCHD | 158,852 | 5,105 | 12,840,000 | 1,426,000 | $80.83 |
09/30/2021 | Schwab US Dividend Equity ETF | SCHD | 153,747 | 33,445 | 11,414,000 | 2,317,000 | $74.24 |
06/30/2021 | Schwab US Dividend Equity ETF | SCHD | 120,302 | 4,937 | 9,097,000 | 685,000 | $75.62 |
03/31/2021 | Schwab US Dividend Equity ETF | SCHD | 115,365 | -5,669 | 8,412,000 | 649,000 | $72.92 |
12/31/2020 | Schwab US Dividend Equity ETF | SCHD | 121,034 | -3,274 | 7,763,000 | 549,000 | $64.14 |
09/30/2020 | Schwab US Dividend Equity ETF | SCHD | 124,308 | 6,601 | 7,214,000 | 594,000 | $58.03 |
06/30/2020 | Schwab US Dividend Equity ETF | SCHD | 117,707 | 21,049 | 6,620,000 | 897,000 | $56.24 |
12/31/2019 | Schwab US Dividend Equity ETF | SCHD | 96,658 | 34,534 | 5,723,000 | 2,298,000 | $59.21 |
09/30/2019 | Schwab US Dividend Equity ETF | SCHD | 62,124 | 3,816 | 3,425,000 | 324,000 | $55.13 |
06/30/2019 | Schwab US Dividend Equity ETF | SCHD | 58,308 | -1,644 | 3,101,000 | -136,000 | $53.18 |
03/31/2019 | Schwab US Dividend Equity ETF | SCHD | 59,952 | -7,342 | 3,237,000 | -243,000 | $53.99 |
12/31/2018 | Schwab US Dividend Equity ETF | SCHD | 67,294 | 5,314 | 3,480,000 | 344,000 | $51.71 |
09/30/2018 | Schwab US Dividend Equity ETF | SCHD | 61,980 | 3,301 | 3,136,000 | 244,000 | $50.60 |
06/30/2018 | Schwab US Dividend Equity ETF | SCHD | 58,679 | 3,450 | 2,892,000 | 184,000 | $49.29 |
03/31/2018 | Schwab US Dividend Equity ETF | SCHD | 55,229 | 2,794 | 2,708,000 | 25,000 | $49.03 |
12/31/2017 | Schwab US Dividend Equity ETF | SCHD | 52,435 | 52,435 | 2,683,000 | 2,683,000 | $51.17 |
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