Schwab Strategic Tr us dividend eq shares owned by Carlton, Hoffferkamp & Jenks Wealth Management
Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by Carlton, Hoffferkamp & Jenks Wealth Management
from 13F filings
Historical chart of Carlton, Hoffferkamp & Jenks Wealth Management investment in Schwab Strategic Tr us dividend eq
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Quarterly reported holdings in Schwab Strategic Tr us dividend eq by Carlton, Hoffferkamp & Jenks Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $817k | 11k | 77.56 |
| 2023-12-31 | $820k | 11k | 76.40 |
| 2023-09-30 | $729k | 11k | 68.54 |
| 2023-06-30 | $578k | 7.8k | 74.16 |
| 2023-03-31 | $492k | 7.0k | 70.22 |
| 2022-12-31 | $352k | 4.6k | 76.36 |
| 2022-09-30 | $309k | 4.4k | 70.08 |
| 2022-06-30 | $412k | 5.7k | 72.42 |
| 2022-03-31 | $434k | 5.5k | 79.46 |
| 2021-12-31 | $423k | 5.4k | 77.96 |
| 2021-09-30 | $424k | 5.4k | 78.83 |
| 2021-06-30 | $272k | 3.6k | 75.41 |
| 2021-03-31 | $270k | 3.6k | 74.85 |
| 2020-12-31 | $266k | 4.0k | 66.38 |
| 2020-09-30 | $247k | 4.0k | 61.52 |
| 2018-09-30 | $211k | 4.0k | 52.95 |
| 2017-12-31 | $214k | 4.2k | 51.14 |
| 2017-09-30 | $209k | 4.5k | 46.60 |
| 2017-06-30 | $206k | 4.6k | 44.93 |
| 2017-03-31 | $204k | 4.6k | 44.49 |
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