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Schwab Strategic Tr us dividend eq shares owned by Dan Callahan

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

Historical chart of Dan Callahan investment in Schwab Strategic Tr us dividend eq

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All positions including Schwab Strategic Tr us dividend eq held by Dan Callahan 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 Dan Callahan

Quarter filed Position value Share count Share price at filing
2024-09-30 $703k 8.3k 84.53
2024-06-30 $661k 8.5k 77.76
2024-03-31 $753k 9.3k 80.63
2023-12-31 $697k 9.2k 76.13
2023-09-30 $637k 9.0k 70.76
2023-06-30 $654k 9.0k 72.62
2023-03-31 $719k 9.8k 73.15
2022-12-31 $825k 11k 75.54
2022-09-30 $612k 9.2k 66.50
2022-06-30 $656k 9.2k 71.61
2022-03-31 $597k 7.6k 78.90
2021-12-31 $639k 7.9k 80.85
2021-09-30 $548k 7.4k 74.34
2021-06-30 $565k 7.5k 75.63
2021-03-31 $539k 7.4k 72.85
2020-12-31 $379k 5.9k 64.23
2020-09-30 $393k 7.1k 55.24
2020-06-30 $351k 6.8k 51.89
2020-03-31 $222k 4.9k 45.02
2019-12-31 $285k 4.9k 57.88
2019-09-30 $269k 4.9k 54.66
2019-06-30 $263k 4.9k 53.38
2019-03-31 $206k 4.0k 52.09
2018-12-31 $186k 4.0k 46.95
2018-09-30 $209k 4.0k 52.73
2018-06-30 $196k 4.0k 49.52
2018-03-31 $193k 4.0k 48.87
2017-12-31 $204k 4.0k 51.45
2017-09-30 $189k 4.1k 46.53
2017-06-30 $129k 2.9k 45.32
2017-03-31 $148k 3.3k 44.55
2016-12-31 $155k 3.6k 43.64
2016-09-30 $100k 2.4k 42.37
2016-06-30 $99k 2.4k 41.42

More positions owned by Dan Callahan

First Financial Corporation (THFF)
Vanguard S&p 500 Etf idx (VOO)
Vanguard Information Technology ETF (VGT)
Microsoft Corporation (MSFT)
Vanguard Europe Pacific ETF (VEA)
Apple (AAPL)
Eli Lilly & Co. (LLY)
Vanguard Health Care ETF (VHT)
Vanguard Small-Cap ETF (VB)
Vanguard Mid-Cap ETF (VO)
Vanguard Financials ETF (VFH)
NVIDIA Corporation (NVDA)
Vanguard Telecommunication Services ETF (VOX)
Vanguard Consumer Discretionary ETF (VCR)
JPMorgan Chase & Co. (JPM)

View all positions for Dan Callahan

Top funds holding Schwab Strategic Tr us dividend eq

LPL Financial
Morgan Stanley
Sumitomo Life Insurance
H D Vest Advisory Services
Bank of America Corporation
Envestnet Asset Management
Northwestern Mutual Wealth Management Company
Raymond James Financial Services Advisors
Sontag Advisory
Wealthfront Advisers
Commonwealth Equity Services
Orgel Wealth Management
Wells Fargo & Company
Honkamp Krueger Financial Services
Wealth Enhancement Advisory Services

View all funds holding Schwab Strategic Tr us dividend eq