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Schwab Strategic Tr us dividend eq shares owned by M&r Capital Management

Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by M&r Capital Management from 13F filings

Historical chart of M&r Capital 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 M&r Capital 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 M&r Capital Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $70k 922 76.13
2023-09-30 $210k 3.0k 70.76
2023-06-30 $206k 2.8k 72.62
2023-03-31 $208k 2.8k 73.16
2022-12-31 $190k 2.5k 75.54
2022-09-30 $155k 2.3k 66.32
2022-06-30 $151k 2.1k 71.33
2022-03-31 $161k 2.0k 78.77
2021-12-31 $164k 2.0k 80.75
2021-09-30 $149k 2.0k 73.95
2021-06-30 $151k 2.0k 75.50