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
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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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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 |
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