Schwab Strategic Tr us dividend eq shares owned by Amg National Trust Bank
Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by Amg National Trust Bank
from 13F filings
Historical chart of Amg National Trust Bank investment in Schwab Strategic Tr us dividend eq
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All positions including Schwab Strategic Tr us dividend eq held by Amg National Trust Bank consolidated in one spreadsheet with up to 7 years of data
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $4.6M | 54k | 84.53 |
2024-06-30 | $4.0M | 52k | 77.76 |
2024-03-31 | $4.2M | 52k | 80.63 |
2023-12-31 | $3.6M | 48k | 76.13 |
2023-09-30 | $3.4M | 48k | 70.76 |
2023-06-30 | $3.5M | 48k | 72.62 |
2023-03-31 | $3.6M | 50k | 73.16 |
2022-12-31 | $3.5M | 47k | 75.54 |
2022-09-30 | $2.6M | 40k | 66.42 |
2022-06-30 | $3.3M | 45k | 74.42 |
2022-03-31 | $3.5M | 44k | 78.89 |
2021-12-31 | $3.2M | 39k | 80.83 |
2021-09-30 | $2.9M | 39k | 74.23 |
2021-06-30 | $2.9M | 39k | 75.61 |
2021-03-31 | $2.5M | 35k | 72.91 |
2020-12-31 | $2.1M | 33k | 64.14 |
2020-09-30 | $1.4M | 26k | 55.28 |
2020-06-30 | $1.7M | 32k | 51.76 |
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