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Schwab Strategic Tr us dividend eq shares owned by McMahon Financial Advisors

Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by McMahon Financial Advisors from 13F filings

Historical chart of McMahon Financial Advisors 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 McMahon Financial Advisors 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 McMahon Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $14M 175k 80.63
2023-12-31 $13M 175k 76.13
2023-09-30 $12M 173k 70.76
2023-06-30 $12M 165k 72.62
2023-03-31 $12M 161k 73.16
2022-12-31 $12M 159k 75.54
2022-09-30 $11M 162k 66.43
2022-06-30 $11M 155k 71.65
2022-03-31 $12M 151k 78.89
2021-12-31 $12M 145k 80.83
2021-09-30 $10M 139k 74.24
2021-06-30 $10M 136k 75.63
2021-03-31 $8.0M 110k 72.86
2020-12-31 $6.0M 94k 64.14
2020-09-30 $5.2M 94k 55.30
2020-06-30 $4.9M 95k 51.75
2019-12-31 $7.8M 135k 57.93
2019-09-30 $7.0M 128k 54.78
2019-06-30 $6.6M 124k 53.07
2019-03-31 $6.5M 124k 52.27