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Schwab Strategic Tr us dividend eq shares owned by Morgan Dempsey Capital Management

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

Historical chart of Morgan Dempsey 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 Morgan Dempsey Capital Management 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 Morgan Dempsey Capital Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $61k 801 76.13
2022-06-30 $188k 2.6k 71.46
2021-12-31 $65k 802 81.05

More positions owned by Morgan Dempsey Capital Management

Phillips 66 (PSX)
Exxon Mobil Corporation (XOM)
International Business Machines (IBM)
Citigroup Com New (C)
Merck & Co (MRK)
General Dynamics Corporation (GD)
Gilead Sciences (GILD)
Medtronic SHS (MDT)
Pembina Pipeline Corp (PBA)
Spdr Series Trust - Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL)
Lockheed Martin Corporation (LMT)
Procter & Gamble Company (PG)
Lyondellbasell Industries N Shs - A - (LYB)
At&t (T)
Cisco Systems (CSCO)

View all positions for Morgan Dempsey Capital Management

Top funds holding Schwab Strategic Tr us dividend eq

Bank of America Corporation
Charles Schwab Investment Advisory
H D Vest Advisory Services
Sumitomo Life Insurance
Raymond James Financial Services Advisors
Sontag Advisory
Wealthfront Advisers
UBS Group
Royal Bank of Canada
Commonwealth Equity Services
Advisor Group Holdings
Orgel Wealth Management
Wells Fargo & Company
Jpmorgan Chase & Co
Honkamp Krueger Financial Services

View all funds holding Schwab Strategic Tr us dividend eq