Schwab Strategic Tr us dividend eq shares owned by Montag & Caldwell
Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by Montag & Caldwell
from 13F filings
Historical chart of Montag & Caldwell 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 Montag & Caldwell consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Schwab Strategic Tr us dividend eq by Montag & Caldwell
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $329k | 4.1k | 80.63 |
| 2023-09-30 | $469k | 6.6k | 70.76 |
| 2023-06-30 | $676k | 9.3k | 72.62 |
| 2023-03-31 | $635k | 8.7k | 73.16 |
| 2022-12-31 | $1.1M | 15k | 75.54 |
| 2022-09-30 | $995k | 15k | 66.43 |
| 2022-06-30 | $668k | 9.3k | 71.65 |
Top funds holding Schwab Strategic Tr us dividend eq
View all funds holding Schwab Strategic Tr us dividend eq