Schwab Strategic Tr us dividend eq shares owned by Coston, McIsaac & Partners
Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by Coston, McIsaac & Partners
from 13F filings
Historical chart of Coston, McIsaac & Partners investment in Schwab Strategic Tr us dividend eq
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Quarterly reported holdings in Schwab Strategic Tr us dividend eq by Coston, McIsaac & Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $233k | 8.6k | 27.18 |
| 2025-06-30 | $223k | 8.5k | 26.38 |
| 2025-03-31 | $225k | 8.1k | 27.81 |
| 2024-12-31 | $245k | 9.0k | 27.21 |
| 2024-09-30 | $252k | 3.0k | 84.36 |
| 2024-06-30 | $161k | 2.1k | 77.22 |
| 2024-03-31 | $167k | 2.1k | 80.54 |
| 2023-12-31 | $150k | 2.0k | 75.24 |
| 2023-09-30 | $138k | 2.0k | 69.77 |
| 2023-06-30 | $56k | 779 | 71.89 |
| 2023-03-31 | $117k | 1.6k | 73.08 |
| 2022-12-31 | $111k | 1.5k | 75.15 |
| 2022-09-30 | $96k | 1.5k | 65.84 |
| 2022-06-30 | $103k | 1.4k | 71.78 |
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