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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All positions including Schwab Strategic Tr us dividend eq held by D L Carlson Investment Group consolidated in one spreadsheet with up to 7 years of data
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
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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