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Schwab Strategic Tr us dividend eq shares owned by Davidson Trust

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

Historical chart of Davidson Trust investment in Schwab Strategic Tr us dividend eq

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr us dividend eq held by Davidson Trust 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 Davidson Trust

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.8M 24k 76.12
2023-09-30 $1.2M 17k 70.76
2023-06-30 $1.2M 17k 72.63
2023-03-31 $1.2M 17k 73.17
2022-12-31 $1.3M 17k 75.54
2022-09-30 $1.2M 18k 66.49
2022-06-30 $1.3M 18k 71.65
2022-03-31 $1.1M 14k 78.85
2021-12-31 $1.2M 14k 80.90
2021-09-30 $1.1M 15k 74.18
2021-06-30 $562k 7.4k 75.56
2021-03-31 $962k 13k 72.88
2020-12-31 $912k 14k 63.95
2020-09-30 $845k 15k 55.22
2020-06-30 $843k 16k 51.73
2020-03-31 $772k 17k 44.98
2019-12-31 $816k 14k 57.83