Schwab Strategic Tr us dividend eq shares owned by Caldwell Trust
Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by Caldwell Trust
from 13F filings
Historical chart of Caldwell Trust investment in Schwab Strategic Tr us dividend eq
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Quarterly reported holdings in Schwab Strategic Tr us dividend eq by Caldwell Trust
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.4M | 89k | 27.30 |
| 2021-12-31 | $535k | 6.6k | 80.83 |
| 2021-09-30 | $497k | 6.7k | 74.24 |
| 2021-06-30 | $506k | 6.7k | 75.62 |
| 2021-03-31 | $488k | 6.7k | 72.92 |
| 2020-12-31 | $462k | 7.2k | 64.14 |
| 2020-09-30 | $403k | 7.3k | 55.30 |
| 2020-06-30 | $455k | 8.8k | 51.75 |
| 2020-03-31 | $395k | 8.8k | 44.98 |
| 2019-12-31 | $499k | 8.6k | 57.92 |
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