Schwab Strategic Tr us dividend eq shares owned by Financial Counselors
Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by Financial Counselors
from 13F filings
Historical chart of Financial Counselors investment in Schwab Strategic Tr us dividend eq
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All positions including Schwab Strategic Tr us dividend eq held by Financial Counselors 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 |
---|---|---|---|
2024-06-30 | $12M | 148k | 77.76 |
2024-03-31 | $12M | 151k | 80.63 |
2023-12-31 | $21M | 271k | 76.13 |
2023-09-30 | $8.5M | 120k | 70.76 |
2023-06-30 | $10M | 143k | 72.62 |
2023-03-31 | $13M | 180k | 73.16 |
2022-12-31 | $15M | 195k | 75.54 |
2022-09-30 | $18M | 271k | 66.43 |
2022-06-30 | $21M | 288k | 71.63 |
2022-03-31 | $27M | 345k | 78.89 |
2021-12-31 | $25M | 315k | 80.83 |
2021-09-30 | $21M | 280k | 74.24 |
2021-06-30 | $19M | 249k | 75.62 |
2021-03-31 | $15M | 208k | 72.92 |
2020-12-31 | $10M | 157k | 64.14 |
2020-09-30 | $6.5M | 118k | 55.30 |
2020-06-30 | $4.5M | 87k | 51.75 |
Top funds holding Schwab Strategic Tr us dividend eq
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