Schwab Strategic Tr us dividend eq shares owned by Gratus Capital
Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by Gratus Capital
from 13F filings
Historical chart of Gratus Capital investment in Schwab Strategic Tr us dividend eq
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Quarterly reported holdings in Schwab Strategic Tr us dividend eq by Gratus Capital
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $2.6M | 34k | 76.13 |
| 2023-09-30 | $2.6M | 36k | 70.76 |
| 2023-06-30 | $1.3M | 18k | 72.62 |
| 2023-03-31 | $622k | 8.5k | 73.16 |
| 2022-12-31 | $600k | 7.9k | 75.54 |
| 2022-09-30 | $357k | 5.4k | 66.43 |
| 2022-03-31 | $200k | 2.5k | 79.02 |
| 2021-12-31 | $467k | 5.8k | 80.78 |
| 2021-09-30 | $425k | 5.7k | 74.22 |
| 2021-06-30 | $427k | 5.6k | 75.62 |
| 2021-03-31 | $403k | 5.5k | 72.91 |
| 2019-03-31 | $629k | 12k | 52.31 |
| 2018-12-31 | $1.0M | 22k | 46.99 |
| 2018-03-31 | $419k | 8.6k | 48.98 |
| 2017-12-31 | $765k | 15k | 51.18 |
| 2017-09-30 | $497k | 11k | 46.79 |
| 2017-06-30 | $242k | 5.4k | 45.05 |
| 2017-03-31 | $239k | 5.4k | 44.52 |
| 2016-12-31 | $255k | 5.9k | 43.49 |
| 2016-09-30 | $9.0M | 213k | 42.31 |
| 2016-06-30 | $2.8M | 68k | 41.44 |
| 2016-03-31 | $4.8M | 119k | 40.09 |
| 2015-12-31 | $201k | 5.2k | 38.62 |
| 2015-09-30 | $3.8M | 105k | 35.95 |
| 2015-03-31 | $4.1M | 105k | 39.41 |
| 2014-12-31 | $14M | 362k | 39.85 |
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