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Schwab Strategic Tr us dividend eq shares owned by Hamel Associates

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

Historical chart of Hamel Associates 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 Hamel Associates 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 Hamel Associates

Quarter filed Position value Share count Share price at filing
2024-09-30 $3.2M 38k 84.53
2024-06-30 $3.1M 40k 77.76
2024-03-31 $3.0M 37k 80.63
2023-12-31 $2.8M 37k 76.13
2023-09-30 $2.7M 38k 70.76
2023-06-30 $2.9M 40k 72.62
2023-03-31 $3.1M 42k 73.16
2022-12-31 $3.2M 43k 75.54
2022-09-30 $2.6M 39k 66.44
2022-06-30 $2.6M 36k 71.64
2022-03-31 $2.7M 35k 78.89
2021-12-31 $2.7M 34k 80.83
2021-09-30 $2.4M 33k 74.23
2021-06-30 $2.9M 39k 75.61
2021-03-31 $2.1M 29k 72.91
2020-12-31 $740k 12k 64.11
2020-09-30 $417k 7.5k 55.29
2020-06-30 $399k 7.7k 51.79
2020-03-31 $263k 5.9k 44.93
2019-12-31 $661k 11k 57.96
2019-09-30 $661k 12k 54.80
2019-06-30 $640k 12k 53.06
2019-03-31 $1.1M 20k 52.29
2018-12-31 $1.9M 40k 46.97
2018-09-30 $2.1M 40k 53.00
2018-06-30 $2.0M 40k 49.30
2018-03-31 $2.0M 40k 49.02
2017-12-31 $2.1M 41k 51.17
2017-09-30 $1.9M 42k 46.80
2017-06-30 $1.9M 42k 45.11
2017-03-31 $2.2M 49k 44.57
2016-12-31 $2.1M 49k 43.57
2016-09-30 $2.1M 49k 42.31
2016-06-30 $1.8M 44k 41.43
2016-03-31 $1.5M 37k 40.09

More positions owned by Hamel Associates

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Procter & Gamble Company (PG)
Chubb (CB)
Alphabet Cap Stk Cl C (GOOG)
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Microsoft Corporation (MSFT)
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Ishares Tr TRS FLT RT BD (TFLO)
ConocoPhillips (COP)
Illinois Tool Works (ITW)
Ishares Tr Ibonds 27 Etf (IBDS)
Ishares Tr Ibonds Dec2026 (IBDR)
Ishares Tr Ibonds Dec25 Etf (IBDQ)

View all positions for Hamel Associates

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