Schwab Strategic Tr us dividend eq shares owned by Castleview Partners
Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by Castleview Partners
from 13F filings
Historical chart of Castleview Partners investment in Schwab Strategic Tr us dividend eq
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Quarterly reported holdings in Schwab Strategic Tr us dividend eq by Castleview Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-09-30 | $255k | 7.8k | 32.53 |
| 2024-12-31 | $43k | 510 | 84.60 |
| 2024-09-30 | $43k | 510 | 84.60 |
| 2024-06-30 | $36k | 464 | 77.76 |
| 2024-03-31 | $22k | 267 | 80.60 |
| 2023-12-31 | $5.8k | 76 | 76.45 |
| 2023-09-30 | $5.3k | 76 | 70.34 |
| 2023-06-30 | $5.4k | 75 | 72.49 |
| 2023-03-31 | $5.4k | 74 | 73.34 |
| 2022-12-31 | $5.6k | 74 | 75.08 |
| 2022-09-30 | $5.0k | 73 | 68.49 |
| 2022-06-30 | $2.2k | 40 | 55.80 |
| 2022-03-31 | $5.0k | 71 | 70.42 |
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