Schwab Strategic Tr us dividend eq shares owned by McAlister, Sweet & Associates
Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by McAlister, Sweet & Associates
from 13F filings
Historical chart of McAlister, Sweet & Associates investment in Schwab Strategic Tr us dividend eq
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Quarterly reported holdings in Schwab Strategic Tr us dividend eq by McAlister, Sweet & Associates
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $805k | 9.5k | 84.53 |
| 2024-06-30 | $743k | 9.6k | 77.76 |
| 2024-03-31 | $903k | 11k | 80.63 |
| 2023-12-31 | $905k | 12k | 76.13 |
| 2023-09-30 | $1.1M | 16k | 70.76 |
| 2023-06-30 | $6.1M | 84k | 72.62 |
| 2023-03-31 | $6.2M | 85k | 73.16 |
| 2022-12-31 | $10M | 136k | 75.54 |
| 2022-09-30 | $7.1M | 107k | 66.43 |
| 2022-06-30 | $10M | 145k | 71.63 |
| 2022-03-31 | $15M | 194k | 78.89 |
| 2021-12-31 | $15M | 185k | 80.83 |
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