Schwab Strategic Tr us dividend eq shares owned by Brown, Lisle/cummings
Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by Brown, Lisle/cummings
from 13F filings
Historical chart of Brown, Lisle/cummings investment in Schwab Strategic Tr us dividend eq
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Quarterly reported holdings in Schwab Strategic Tr us dividend eq by Brown, Lisle/cummings
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $239k | 8.7k | 27.30 |
| 2025-06-30 | $237k | 9.0k | 26.50 |
| 2025-03-31 | $222k | 7.9k | 27.96 |
| 2024-12-31 | $217k | 7.9k | 27.32 |
| 2024-09-30 | $215k | 2.5k | 84.53 |
| 2024-06-30 | $169k | 2.2k | 77.76 |
| 2024-03-31 | $1.6k | 20 | 80.65 |
| 2023-12-31 | $1.5k | 20 | 76.15 |
| 2023-09-30 | $1.4k | 20 | 70.75 |
| 2023-06-30 | $1.5k | 20 | 72.60 |
| 2023-03-31 | $1.5k | 20 | 73.15 |
| 2022-12-31 | $1.5k | 20 | 75.55 |
| 2022-09-30 | $1.3k | 20 | 66.45 |
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