Beacon Capital Management »

Schwab Strategic Tr us dividend eq shares owned by Beacon Capital Management

Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by Beacon Capital Management from 13F filings

Historical chart of Beacon Capital 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 Beacon Capital Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Schwab Strategic Tr us dividend eq by Beacon Capital Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $894k 13k 70.76
2023-09-30 $975k 13k 72.62
2023-06-30 $975k 13k 72.62
2023-03-31 $942k 13k 73.16
2022-12-31 $1.0M 14k 75.54
2022-09-30 $1.1M 15k 71.58
2022-06-30 $1.2M 16k 78.93
2022-03-31 $1.2M 16k 78.93