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Schwab Strategic Tr us dividend eq shares owned by Cary Street Partners Asset Management

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

Historical chart of Cary Street Partners Asset Management investment in Schwab Strategic Tr us dividend eq

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr us dividend eq held by Cary Street Partners Asset Management 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 Cary Street Partners Asset Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.5M 31k 80.63
2023-12-31 $2.0M 26k 76.13
2023-09-30 $1.1M 15k 70.76
2023-06-30 $760k 11k 72.62
2023-03-31 $468k 6.4k 73.16
2022-12-31 $456k 6.0k 75.54
2022-09-30 $38k 576 65.97