Schwab Strategic Tr us dividend eq shares owned by Kozak & Associates
Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by Kozak & Associates
from 13F filings
Historical chart of Kozak & Associates investment in Schwab Strategic Tr us dividend eq
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Quarterly reported holdings in Schwab Strategic Tr us dividend eq by Kozak & Associates
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.2k | 156 | 27.01 |
| 2025-06-30 | $31k | 1.1k | 27.29 |
| 2025-03-31 | $5.0k | 197 | 25.60 |
| 2024-12-31 | $11k | 383 | 27.42 |
| 2024-09-30 | $20k | 680 | 28.79 |
| 2024-06-30 | $7.9k | 102 | 77.06 |
| 2024-03-31 | $8.1k | 102 | 79.67 |
| 2023-12-31 | $7.6k | 101 | 75.56 |
| 2023-09-30 | $7.0k | 101 | 69.49 |
| 2023-06-30 | $7.4k | 101 | 72.89 |
| 2023-03-31 | $7.4k | 101 | 73.00 |
| 2022-12-31 | $8.0k | 101 | 79.21 |
| 2022-09-30 | $7.0k | 101 | 69.31 |
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