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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

Tip: Access up to 7 years of quarterly data

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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Quarterly reported holdings in Schwab Strategic Tr us dividend eq by Financial Counselors

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