Schwab Strategic Tr us dividend eq shares owned by Crescent Grove Advisors
Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by Crescent Grove Advisors
from 13F filings
Historical chart of Crescent Grove Advisors investment in Schwab Strategic Tr us dividend eq
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Quarterly reported holdings in Schwab Strategic Tr us dividend eq by Crescent Grove Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $432k | 16k | 27.30 |
| 2025-06-30 | $292k | 11k | 26.50 |
| 2025-03-31 | $306k | 11k | 27.96 |
| 2024-12-31 | $295k | 11k | 27.32 |
| 2024-09-30 | $302k | 3.6k | 84.54 |
| 2024-06-30 | $279k | 3.6k | 78.58 |
| 2024-03-31 | $286k | 3.6k | 80.62 |
| 2023-12-31 | $441k | 5.8k | 76.13 |
| 2023-09-30 | $720k | 10k | 70.76 |
| 2023-06-30 | $448k | 6.2k | 72.62 |
| 2023-03-31 | $458k | 6.3k | 73.16 |
| 2022-12-31 | $4.6M | 61k | 75.54 |
| 2022-09-30 | $4.0M | 61k | 66.43 |
| 2022-06-30 | $4.3M | 61k | 71.63 |
| 2022-03-31 | $4.8M | 61k | 78.89 |
| 2021-12-31 | $4.9M | 61k | 80.83 |
| 2021-09-30 | $3.4M | 45k | 74.23 |
| 2021-06-30 | $3.4M | 45k | 75.63 |
| 2021-03-31 | $2.3M | 31k | 72.92 |
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