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Schwab Strategic Tr us dividend eq shares owned by American Trust

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

Historical chart of American Trust 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 American Trust 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 American Trust

Quarter filed Position value Share count Share price at filing
2023-12-31 $38M 495k 76.13
2023-09-30 $33M 468k 70.76
2023-06-30 $33M 453k 72.62
2023-03-31 $13M 379k 34.05
2022-12-31 $8.5M 271k 31.47
2022-09-30 $17M 260k 66.43
2022-06-30 $19M 261k 71.63
2022-03-31 $23M 291k 78.89
2021-12-31 $17M 213k 80.83