Schwab Strategic Tr us dividend eq shares owned by Cottage Street Advisors
Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by Cottage Street Advisors
from 13F filings
Historical chart of Cottage Street Advisors investment in Schwab Strategic Tr us dividend eq
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Quarterly reported holdings in Schwab Strategic Tr us dividend eq by Cottage Street Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.1M | 13k | 84.53 |
| 2024-06-30 | $897k | 12k | 77.76 |
| 2024-03-31 | $885k | 11k | 80.63 |
| 2023-12-31 | $784k | 10k | 76.14 |
| 2023-09-30 | $722k | 10k | 70.76 |
| 2023-06-30 | $647k | 8.9k | 72.62 |
| 2023-03-31 | $645k | 8.8k | 73.16 |
| 2022-09-30 | $355k | 5.3k | 66.48 |
| 2022-06-30 | $333k | 4.6k | 71.64 |
| 2022-03-31 | $275k | 3.5k | 78.95 |
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