Schwab Strategic Tr us dividend eq shares owned by North Star Investment Management
Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by North Star Investment Management
from 13F filings
Historical chart of North Star Investment Management investment in Schwab Strategic Tr us dividend eq
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Quarterly reported holdings in Schwab Strategic Tr us dividend eq by North Star Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $1.4M | 18k | 80.63 |
| 2023-12-31 | $1.3M | 17k | 76.13 |
| 2023-09-30 | $1.2M | 16k | 70.76 |
| 2023-06-30 | $1.2M | 16k | 72.62 |
| 2023-03-31 | $1.2M | 16k | 73.16 |
| 2022-12-31 | $1.2M | 16k | 75.54 |
| 2022-09-30 | $707k | 11k | 66.46 |
| 2022-06-30 | $762k | 11k | 71.63 |
| 2022-03-31 | $839k | 11k | 78.87 |
| 2021-12-31 | $860k | 11k | 80.84 |
| 2021-09-30 | $790k | 11k | 74.24 |
| 2021-06-30 | $286k | 3.8k | 75.60 |
| 2021-03-31 | $276k | 3.8k | 73.02 |
| 2020-12-31 | $253k | 3.9k | 64.12 |
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