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Schwab Strategic Tr us dividend eq shares owned by McCarthy Asset Management

Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by McCarthy Asset Management from 13F filings

Historical chart of McCarthy Asset Management 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 McCarthy Asset Management 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 McCarthy Asset Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $23M 305k 76.13
2023-09-30 $22M 304k 70.76
2023-06-30 $23M 310k 72.62
2023-03-31 $26M 351k 73.16
2022-12-31 $27M 352k 75.54
2022-09-30 $23M 351k 66.43
2022-06-30 $22M 310k 71.63
2022-03-31 $24M 308k 78.89
2021-12-31 $25M 304k 80.81
2021-09-30 $22M 298k 74.24
2021-06-30 $23M 298k 75.62
2021-03-31 $21M 290k 72.92
2020-12-31 $18M 282k 64.14