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Schwab Strategic Tr us dividend eq shares owned by Kuehl Shepherd Kozlowski & Associates

Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by Kuehl Shepherd Kozlowski & Associates from 13F filings

Historical chart of Kuehl Shepherd Kozlowski & Associates investment in Schwab Strategic Tr us dividend eq

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr us dividend eq held by Kuehl Shepherd Kozlowski & Associates consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Strategic Tr us dividend eq by Kuehl Shepherd Kozlowski & Associates

Quarter filed Position value Share count Share price at filing
2024-09-30 $27M 321k 84.48
2024-06-30 $24M 314k 77.76
2024-03-31 $24M 295k 80.63
2023-12-31 $22M 285k 77.02
2023-09-30 $20M 277k 70.32
2023-06-30 $13M 176k 75.33
2023-03-31 $5.6M 81k 69.82
2022-12-31 $3.6M 46k 77.11