Schwab Strategic Tr us dividend eq shares owned by HoyleCohen
Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by HoyleCohen
from 13F filings
Historical chart of HoyleCohen investment in Schwab Strategic Tr us dividend eq
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Quarterly reported holdings in Schwab Strategic Tr us dividend eq by HoyleCohen
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $4.7M | 60k | 77.76 |
| 2024-03-31 | $4.9M | 60k | 80.63 |
| 2023-12-31 | $4.3M | 56k | 76.13 |
| 2023-09-30 | $3.9M | 56k | 70.76 |
| 2023-06-30 | $3.6M | 49k | 72.62 |
| 2023-03-31 | $3.3M | 45k | 73.16 |
| 2022-12-31 | $3.2M | 42k | 75.54 |
| 2022-09-30 | $2.8M | 42k | 66.42 |
| 2022-06-30 | $2.9M | 40k | 71.63 |
| 2022-03-31 | $3.1M | 40k | 78.90 |
| 2021-12-31 | $3.1M | 39k | 80.84 |
| 2021-09-30 | $2.5M | 34k | 74.25 |
| 2021-06-30 | $2.5M | 33k | 75.63 |
| 2021-03-31 | $2.3M | 32k | 72.91 |
| 2020-12-31 | $1.6M | 25k | 64.13 |
| 2020-09-30 | $1.3M | 24k | 55.31 |
| 2020-06-30 | $1.2M | 23k | 51.75 |
| 2020-03-31 | $973k | 22k | 44.97 |
| 2019-12-31 | $1.3M | 22k | 57.91 |
| 2019-09-30 | $1.2M | 21k | 54.77 |
| 2019-06-30 | $1.1M | 20k | 53.08 |
| 2019-03-31 | $980k | 19k | 52.30 |
| 2018-12-31 | $844k | 18k | 46.99 |
| 2018-09-30 | $881k | 17k | 53.01 |
| 2018-06-30 | $825k | 17k | 49.27 |
| 2018-03-31 | $825k | 17k | 49.06 |
| 2017-12-31 | $761k | 15k | 51.15 |
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