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Schwab Strategic Tr us dividend eq shares owned by Northstar

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

Historical chart of Northstar 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 Northstar 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 Northstar

Quarter filed Position value Share count Share price at filing
2024-03-31 $4.0M 50k 80.63
2023-12-31 $3.9M 52k 76.13
2023-09-30 $3.7M 52k 70.76
2023-06-30 $3.7M 52k 72.62
2023-03-31 $3.8M 52k 73.16
2022-12-31 $4.0M 53k 75.54
2022-09-30 $3.5M 53k 66.42
2022-06-30 $3.8M 53k 71.62
2022-03-31 $4.3M 55k 78.90
2021-12-31 $4.4M 54k 80.81
2021-09-30 $4.1M 55k 74.23
2021-06-30 $4.2M 56k 75.62
2021-03-31 $4.2M 58k 72.92
2020-12-31 $3.8M 60k 64.13
2020-09-30 $3.4M 61k 55.30
2020-06-30 $3.3M 63k 51.74
2020-03-31 $2.9M 65k 44.99
2019-12-31 $3.9M 68k 57.91
2019-09-30 $3.8M 69k 54.78
2019-06-30 $3.7M 70k 53.08
2019-03-31 $3.7M 70k 52.28
2018-12-31 $3.3M 71k 46.98
2018-09-30 $4.0M 76k 53.01
2018-06-30 $3.9M 78k 49.29
2018-03-31 $4.0M 83k 49.02
2017-12-31 $4.7M 92k 51.16
2017-09-30 $4.4M 93k 46.81
2017-06-30 $4.1M 92k 45.10
2017-03-31 $3.7M 83k 44.44
2016-12-31 $3.7M 85k 43.57
2016-09-30 $3.6M 86k 42.30
2016-06-30 $3.5M 84k 41.44
2016-03-31 $3.1M 77k 40.09
2015-12-31 $2.7M 70k 38.54
2015-09-30 $2.3M 62k 36.42
2015-06-30 $2.4M 62k 38.10
2015-03-31 $2.0M 51k 39.40
2014-12-31 $1.1M 28k 39.86

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View all positions for Northstar

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
Advisor Group Holdings
Orgel Wealth Management
Commonwealth Equity Services
Wells Fargo & Company
Jpmorgan Chase & Co
Honkamp Krueger Financial Services

View all funds holding Schwab Strategic Tr us dividend eq