Schwab Strategic Tr us dividend eq shares owned by D L Carlson Investment Group
Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by D L Carlson Investment Group
from 13F filings
Historical chart of D L Carlson Investment Group investment in Schwab Strategic Tr us dividend eq
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Quarterly reported holdings in Schwab Strategic Tr us dividend eq by D L Carlson Investment Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $312k | 11k | 27.30 |
| 2025-06-30 | $316k | 12k | 26.50 |
| 2025-03-31 | $260k | 9.3k | 27.96 |
| 2024-12-31 | $329k | 12k | 27.32 |
| 2024-09-30 | $544k | 6.4k | 84.53 |
| 2024-06-30 | $303k | 3.9k | 77.76 |
| 2024-03-31 | $299k | 3.7k | 80.63 |
| 2023-12-31 | $287k | 3.7k | 77.23 |
| 2023-09-30 | $263k | 3.7k | 70.76 |
| 2023-06-30 | $265k | 3.7k | 72.62 |
| 2022-03-31 | $225k | 2.8k | 79.03 |
| 2021-12-31 | $230k | 2.8k | 80.82 |
| 2021-09-30 | $236k | 3.2k | 74.10 |
| 2021-06-30 | $241k | 3.2k | 75.69 |
| 2021-03-31 | $232k | 3.2k | 72.77 |
| 2020-12-31 | $204k | 3.2k | 64.03 |
| 2020-03-31 | $2.6M | 58k | 44.98 |
| 2019-12-31 | $3.2M | 55k | 57.91 |
| 2019-09-30 | $2.7M | 49k | 54.78 |
| 2019-06-30 | $2.5M | 47k | 53.06 |
| 2019-03-31 | $2.6M | 50k | 52.27 |
| 2018-12-31 | $2.5M | 52k | 46.97 |
| 2018-09-30 | $2.7M | 50k | 52.99 |
| 2018-06-30 | $2.5M | 52k | 49.28 |
| 2018-03-31 | $2.5M | 52k | 49.03 |
| 2017-12-31 | $2.5M | 49k | 51.17 |
| 2017-09-30 | $2.3M | 50k | 46.80 |
| 2017-06-30 | $2.1M | 46k | 45.10 |
| 2017-03-31 | $1.8M | 41k | 44.58 |
| 2016-12-31 | $1.6M | 36k | 43.56 |
| 2016-09-30 | $1.2M | 30k | 42.30 |
| 2016-06-30 | $706k | 17k | 41.46 |
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