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Schwab Strategic Tr us dividend eq shares owned by Brasada Capital Management

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

Historical chart of Brasada Capital Management 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 Brasada Capital Management 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 Brasada Capital Management

Quarter filed Position value Share count Share price at filing
2024-06-30 $776k 9.9k 78.82
2024-03-31 $794k 9.9k 80.63
2023-12-31 $750k 9.9k 76.13
2023-09-30 $693k 9.9k 70.40
2023-06-30 $715k 9.9k 72.62
2023-03-31 $721k 9.9k 73.16
2022-12-31 $744k 9.9k 75.54
2022-09-30 $701k 11k 66.47
2022-06-30 $706k 9.9k 71.68
2022-03-31 $1.4M 18k 78.87
2021-12-31 $805k 9.9k 81.73
2021-09-30 $731k 9.9k 74.21
2021-06-30 $745k 9.9k 75.63
2021-03-31 $899k 12k 72.88
2020-12-31 $791k 12k 64.13
2020-09-30 $682k 12k 55.29
2020-06-30 $669k 13k 51.74
2020-03-31 $582k 13k 45.01
2019-12-31 $1.2M 21k 57.90
2019-09-30 $1.2M 21k 54.80
2019-06-30 $1.6M 29k 53.90
2019-03-31 $1.6M 30k 52.27
2018-12-31 $1.6M 34k 46.98
2018-09-30 $1.8M 35k 52.99
2018-06-30 $1.9M 38k 49.30
2018-03-31 $2.0M 41k 49.03