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Schwab Strategic Tr us dividend eq shares owned by CVA Family Office

Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by CVA Family Office from 13F filings

Historical chart of CVA Family Office investment in Schwab Strategic Tr us dividend eq

Jan 2020Jul 2020Jan 2021Jul 2021Jan 2022Jul 2022Jan 2023Jul 2023Jan 2024Jul 202420M40M60M200k400k600k800k
Value ($)Share countHistorical SCHD position of CVA Family Office Source: stockzoa.comValue ($)Share count

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All positions including Schwab Strategic Tr us dividend eq held by CVA Family Office 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 CVA Family Office

Quarter filed Position value Share count Share price at filing
2024-09-30 $66M 778k 84.53
2024-06-30 $59M 755k 77.76
2024-03-31 $60M 742k 80.63
2023-12-31 $56M 730k 76.13
2023-09-30 $55M 777k 70.76
2023-06-30 $57M 778k 72.62
2023-03-31 $56M 765k 73.16
2022-12-31 $56M 735k 75.54
2022-09-30 $48M 719k 66.43
2022-06-30 $46M 636k 71.63
2022-03-31 $49M 617k 78.89
2021-12-31 $45M 552k 80.83
2021-09-30 $9.1M 165k 55.30
2021-06-30 $37M 489k 75.62
2021-03-31 $34M 460k 72.92
2020-12-31 $12M 183k 64.14
2020-09-30 $9.1M 165k 55.30
2020-06-30 $8.3M 160k 51.75
2020-03-31 $6.1M 136k 44.98
2019-12-31 $9.2M 158k 57.92