Schwab Strategic Tr us dividend eq shares owned by Cary Street Partner Investment Advisory
Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by Cary Street Partner Investment Advisory
from 13F filings
Historical chart of Cary Street Partner Investment Advisory investment in Schwab Strategic Tr us dividend eq
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Quarterly reported holdings in Schwab Strategic Tr us dividend eq by Cary Street Partner Investment Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $6.8M | 81k | 84.53 |
| 2024-06-30 | $6.3M | 81k | 77.76 |
| 2024-03-31 | $7.3M | 90k | 80.63 |
| 2023-12-31 | $6.9M | 90k | 76.13 |
| 2023-09-30 | $6.3M | 89k | 70.76 |
| 2023-06-30 | $6.6M | 92k | 72.62 |
| 2023-03-31 | $6.5M | 88k | 73.16 |
| 2022-12-31 | $6.7M | 89k | 75.54 |
| 2022-09-30 | $5.9M | 89k | 66.43 |
| 2022-06-30 | $6.0M | 83k | 71.63 |
| 2022-03-31 | $1.4M | 17k | 78.86 |
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