Schwab Strategic Tr us dividend eq shares owned by Klingman & Associates
Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by Klingman & Associates
from 13F filings
Historical chart of Klingman & Associates investment in Schwab Strategic Tr us dividend eq
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Quarterly reported holdings in Schwab Strategic Tr us dividend eq by Klingman & Associates
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $267k | 3.2k | 84.53 |
| 2024-06-30 | $245k | 3.2k | 77.76 |
| 2024-03-31 | $254k | 3.2k | 80.63 |
| 2023-12-31 | $240k | 3.2k | 76.13 |
| 2023-09-30 | $223k | 3.2k | 70.76 |
| 2023-06-30 | $229k | 3.2k | 72.62 |
| 2023-03-31 | $229k | 3.1k | 73.16 |
| 2022-12-31 | $232k | 3.1k | 75.54 |
| 2022-03-31 | $218k | 2.8k | 78.87 |
| 2021-12-31 | $223k | 2.8k | 80.68 |
| 2021-09-30 | $205k | 2.8k | 74.11 |
| 2021-06-30 | $209k | 2.8k | 75.56 |
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