Schwab Strategic Tr us dividend eq shares owned by Keudell/Morrison Wealth Management
Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by Keudell/Morrison Wealth Management
from 13F filings
Historical chart of Keudell/Morrison Wealth Management investment in Schwab Strategic Tr us dividend eq
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Quarterly reported holdings in Schwab Strategic Tr us dividend eq by Keudell/Morrison Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $21M | 250k | 84.53 |
| 2024-06-30 | $17M | 217k | 77.76 |
| 2024-03-31 | $14M | 174k | 80.63 |
| 2023-12-31 | $12M | 158k | 76.13 |
| 2023-09-30 | $11M | 155k | 70.76 |
| 2023-06-30 | $12M | 163k | 72.62 |
| 2023-03-31 | $11M | 153k | 73.16 |
| 2022-12-31 | $2.9M | 39k | 75.54 |
| 2022-09-30 | $1.1M | 16k | 66.43 |
| 2022-06-30 | $499k | 7.0k | 71.63 |
| 2022-03-31 | $300k | 3.8k | 78.82 |
| 2021-12-31 | $232k | 2.9k | 80.70 |
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