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Schwab Strategic Tr us dividend eq shares owned by Curbstone Financial Management

Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by Curbstone Financial Management from 13F filings

Historical chart of Curbstone Financial Management investment in Schwab Strategic Tr us dividend eq

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr us dividend eq held by Curbstone Financial Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Strategic Tr us dividend eq by Curbstone Financial Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $9.6M 120k 80.63
2023-12-31 $8.3M 109k 76.13
2023-09-30 $7.4M 105k 70.76
2023-06-30 $7.3M 100k 72.62
2023-03-31 $6.7M 92k 73.16
2022-12-31 $6.0M 79k 75.54
2022-09-30 $5.0M 75k 66.43
2022-06-30 $5.2M 72k 71.63
2022-03-31 $4.8M 60k 78.89
2021-12-31 $4.3M 54k 80.82
2021-09-30 $3.9M 53k 74.25
2021-06-30 $3.9M 52k 75.62
2021-03-31 $3.7M 51k 72.93
2020-12-31 $2.3M 36k 64.15
2020-09-30 $1.8M 33k 55.31
2020-06-30 $611k 12k 51.78
2020-03-31 $522k 12k 44.96
2019-12-31 $496k 8.6k 57.94
2019-09-30 $418k 7.6k 54.78