Generation Capital Management »

Schwab Strategic Tr us dividend eq shares owned by Generation Capital Management

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

Historical chart of Generation Capital Management 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 Generation Capital Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Schwab Strategic Tr us dividend eq by Generation Capital Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $386k 14k 27.30
2025-06-30 $375k 14k 26.50