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Schwab Strategic Tr us dividend eq shares owned by CAP Partners

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

Historical chart of CAP Partners investment in Schwab Strategic Tr us dividend eq

Jan 2024Mar 2024May 2024Jul 2024Sep 20242.8M3M3.2M3.4M35k40k45k
Value ($)Share countHistorical SCHD position of CAP Partners Source: stockzoa.comValue ($)Share count

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All positions including Schwab Strategic Tr us dividend eq held by CAP Partners 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 CAP Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $3.0M 35k 84.53
2024-06-30 $2.7M 34k 77.76
2024-03-31 $3.4M 42k 80.63
2023-12-31 $3.4M 44k 76.13