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
Download as csv
Download as Excel
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 |
|---|---|---|---|
| 2025-09-30 | $28M | 1.0M | 27.30 |
| 2025-06-30 | $28M | 1.0M | 27.29 |
| 2025-03-31 | $25M | 989k | 25.43 |
| 2024-12-31 | $26M | 969k | 27.01 |
| 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 |
More positions owned by Kuehl Shepherd Kozlowski & Associates
View all positions for Kuehl Shepherd Kozlowski & Associates
Top funds holding Schwab Strategic Tr us dividend eq
View all funds holding Schwab Strategic Tr us dividend eq