Schwab Strategic Tr us dividend eq shares owned by KCM Investment Advisors
Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by KCM Investment Advisors
from 13F filings
Historical chart of KCM Investment Advisors investment in Schwab Strategic Tr us dividend eq
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Quarterly reported holdings in Schwab Strategic Tr us dividend eq by KCM Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $6.7M | 95k | 70.76 |
| 2023-06-30 | $6.9M | 96k | 72.62 |
| 2023-03-31 | $7.3M | 100k | 73.16 |
| 2022-12-31 | $7.3M | 96k | 75.54 |
| 2022-09-30 | $6.1M | 91k | 66.43 |
| 2022-06-30 | $6.0M | 83k | 71.63 |
| 2022-03-31 | $6.2M | 79k | 78.89 |
| 2021-12-31 | $4.7M | 59k | 80.82 |
| 2021-09-30 | $4.5M | 60k | 74.25 |
| 2021-06-30 | $4.5M | 60k | 75.62 |
| 2021-03-31 | $3.9M | 54k | 72.91 |
| 2020-12-31 | $3.6M | 56k | 64.14 |
| 2020-09-30 | $3.4M | 61k | 55.30 |
| 2020-06-30 | $4.4M | 85k | 51.75 |
| 2020-03-31 | $4.3M | 95k | 44.98 |
| 2019-12-31 | $11M | 185k | 57.92 |
| 2019-09-30 | $10M | 184k | 54.78 |
| 2019-06-30 | $9.7M | 183k | 53.07 |
| 2019-03-31 | $9.6M | 184k | 52.28 |
| 2018-12-31 | $4.7M | 100k | 46.97 |
| 2018-09-30 | $5.4M | 102k | 53.00 |
| 2018-06-30 | $5.1M | 104k | 49.29 |
| 2018-03-31 | $8.2M | 168k | 49.03 |
| 2017-12-31 | $9.1M | 178k | 51.17 |
| 2017-09-30 | $8.1M | 173k | 46.80 |
| 2017-06-30 | $7.6M | 169k | 45.10 |
| 2017-03-31 | $7.5M | 168k | 44.58 |
| 2016-12-31 | $7.2M | 165k | 43.57 |
| 2016-09-30 | $5.5M | 131k | 42.31 |
| 2016-06-30 | $5.4M | 130k | 41.44 |
| 2016-03-31 | $5.1M | 127k | 40.09 |
| 2015-12-31 | $4.7M | 123k | 38.56 |
| 2015-09-30 | $931k | 26k | 35.94 |
| 2015-06-30 | $1.0M | 27k | 38.29 |
| 2015-03-31 | $1000k | 25k | 39.42 |
| 2014-12-31 | $1.0M | 25k | 39.86 |
| 2014-09-30 | $755k | 20k | 38.59 |
| 2014-06-30 | $778k | 20k | 38.27 |
| 2014-03-31 | $390k | 11k | 36.81 |
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