Schwab Strategic Tr us dividend eq shares owned by Curtis Advisory Group
Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by Curtis Advisory Group
from 13F filings
Historical chart of Curtis Advisory Group investment in Schwab Strategic Tr us dividend eq
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Quarterly reported holdings in Schwab Strategic Tr us dividend eq by Curtis Advisory Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $8.6M | 102k | 84.53 |
| 2024-06-30 | $7.8M | 101k | 77.76 |
| 2024-03-31 | $6.9M | 85k | 80.63 |
| 2023-12-31 | $6.6M | 87k | 76.13 |
| 2023-09-30 | $6.3M | 89k | 70.76 |
| 2023-06-30 | $6.1M | 84k | 72.62 |
| 2023-03-31 | $6.0M | 83k | 73.16 |
| 2022-12-31 | $9.1M | 121k | 75.54 |
| 2022-09-30 | $8.4M | 126k | 66.43 |
| 2022-06-30 | $9.0M | 126k | 71.63 |
| 2022-03-31 | $9.4M | 119k | 78.89 |
| 2021-12-31 | $8.8M | 109k | 80.83 |
| 2021-09-30 | $8.2M | 111k | 74.24 |
| 2021-06-30 | $8.4M | 111k | 75.62 |
| 2021-03-31 | $6.4M | 88k | 72.92 |
| 2020-12-31 | $2.3M | 35k | 64.13 |
| 2020-09-30 | $1.6M | 29k | 55.29 |
| 2020-06-30 | $1.4M | 27k | 51.76 |
| 2020-03-31 | $3.7M | 81k | 44.98 |
| 2019-12-31 | $4.8M | 83k | 57.92 |
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