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Schwab Strategic Tr us dividend eq shares owned by Carroll Financial Associates

Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by Carroll Financial Associates from 13F filings

Historical chart of Carroll Financial Associates 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 Carroll Financial Associates 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 Carroll Financial Associates

Quarter filed Position value Share count Share price at filing
2021-12-31 $6.0M 74k 80.54
2021-09-30 $7.3M 98k 74.24
2021-06-30 $7.0M 92k 75.62
2021-03-31 $6.1M 84k 72.92
2020-12-31 $4.1M 64k 64.14
2020-09-30 $2.9M 52k 55.29
2020-06-30 $2.4M 46k 51.74
2020-03-31 $1.2M 27k 44.96
2019-12-31 $1.4M 24k 57.91
2019-09-30 $1.3M 24k 54.75
2019-06-30 $1.2M 23k 53.05
2019-03-31 $1.1M 21k 52.24
2018-12-31 $807k 17k 47.61
2018-09-30 $914k 17k 52.99
2018-06-30 $850k 17k 49.28
2018-03-31 $820k 17k 49.02
2017-12-31 $854k 17k 51.17
2017-09-30 $698k 15k 47.41
2017-06-30 $468k 10k 45.06
2017-03-31 $378k 8.5k 44.55
2016-12-31 $127k 2.9k 43.33
2016-09-30 $124k 2.9k 42.31