Schwab Strategic Tr us dividend eq shares owned by Montag & Caldwell
Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by Montag & Caldwell
from 13F filings
Historical chart of Montag & Caldwell investment in Schwab Strategic Tr us dividend eq
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Quarterly reported holdings in Schwab Strategic Tr us dividend eq by Montag & Caldwell
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $344k | 4.1k | 84.53 |
| 2024-06-30 | $320k | 4.1k | 77.76 |
| 2024-03-31 | $329k | 4.1k | 80.63 |
| 2023-09-30 | $469k | 6.6k | 70.76 |
| 2023-06-30 | $676k | 9.3k | 72.62 |
| 2023-03-31 | $635k | 8.7k | 73.16 |
| 2022-12-31 | $1.1M | 15k | 75.54 |
| 2022-09-30 | $995k | 15k | 66.43 |
| 2022-06-30 | $668k | 9.3k | 71.65 |
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