Schwab Strategic Tr us dividend eq shares owned by Atlantic Trust
Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by Atlantic Trust
from 13F filings
Historical chart of Atlantic Trust investment in Schwab Strategic Tr us dividend eq
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Quarterly reported holdings in Schwab Strategic Tr us dividend eq by Atlantic Trust
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $2.8M | 102k | 27.43 |
| 2025-09-30 | $3.1M | 114k | 27.30 |
| 2025-06-30 | $2.4M | 91k | 26.50 |
| 2025-03-31 | $2.5M | 91k | 27.96 |
| 2024-12-31 | $2.5M | 91k | 27.32 |
| 2024-09-30 | $1.9M | 23k | 84.53 |
| 2024-06-30 | $1.5M | 20k | 77.76 |
| 2024-03-31 | $1.6M | 20k | 80.63 |
| 2023-12-31 | $1.4M | 19k | 76.13 |
| 2023-09-30 | $1.3M | 19k | 70.76 |
| 2023-06-30 | $1.3M | 18k | 72.84 |
| 2023-03-31 | $1.1M | 15k | 73.16 |
| 2022-12-31 | $1.1M | 15k | 75.57 |
| 2022-09-30 | $417k | 6.3k | 66.42 |
| 2017-06-30 | $27k | 600 | 45.00 |
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