Schwab Strategic Tr us dividend eq shares owned by Calton & Associates
Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by Calton & Associates
from 13F filings
Historical chart of Calton & Associates investment in Schwab Strategic Tr us dividend eq
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Quarterly reported holdings in Schwab Strategic Tr us dividend eq by Calton & Associates
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $784k | 25k | 31.71 |
| 2023-09-30 | $1.4M | 21k | 70.76 |
| 2022-12-31 | $666k | 8.8k | 75.54 |
| 2022-09-30 | $597k | 9.0k | 66.41 |
| 2022-06-30 | $580k | 8.1k | 71.56 |
| 2022-03-31 | $630k | 8.0k | 78.78 |
| 2021-12-31 | $640k | 7.9k | 80.78 |
| 2021-09-30 | $457k | 6.2k | 74.21 |
| 2021-06-30 | $459k | 6.1k | 75.87 |
| 2021-03-31 | $453k | 6.2k | 72.91 |
| 2020-12-31 | $265k | 4.1k | 64.13 |
| 2018-12-31 | $1.2M | 25k | 46.97 |
| 2018-09-30 | $1.2M | 23k | 53.01 |
| 2018-06-30 | $1.2M | 24k | 51.95 |
| 2018-03-31 | $1.1M | 23k | 49.01 |
| 2017-12-31 | $1.1M | 21k | 53.69 |
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