Schwab Strategic Tr us dividend eq shares owned by Coastal Capital Group
Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by Coastal Capital Group
from 13F filings
Historical chart of Coastal Capital Group investment in Schwab Strategic Tr us dividend eq
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Quarterly reported holdings in Schwab Strategic Tr us dividend eq by Coastal Capital Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-06-30 | $39M | 538k | 72.62 |
| 2023-03-31 | $39M | 536k | 73.16 |
| 2022-12-31 | $37M | 550k | 66.43 |
| 2022-09-30 | $37M | 550k | 66.43 |
| 2022-06-30 | $39M | 548k | 71.63 |
| 2022-03-31 | $44M | 561k | 78.89 |
| 2021-12-31 | $46M | 567k | 80.83 |
| 2021-09-30 | $43M | 573k | 74.24 |
| 2021-06-30 | $43M | 567k | 75.62 |
| 2021-03-31 | $40M | 553k | 72.92 |
| 2020-12-31 | $36M | 557k | 64.14 |
| 2020-09-30 | $33M | 591k | 55.27 |
| 2020-06-30 | $30M | 588k | 51.69 |
| 2020-03-31 | $26M | 583k | 44.98 |
| 2019-12-31 | $17M | 290k | 57.92 |
| 2019-09-30 | $14M | 262k | 54.78 |
| 2019-06-30 | $12M | 233k | 53.07 |
| 2019-03-31 | $10M | 193k | 52.28 |
| 2018-12-31 | $6.6M | 141k | 46.97 |
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