Schwab Strategic Tr us dividend eq shares owned by MSH Capital Advisors
Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by MSH Capital Advisors
from 13F filings
Historical chart of MSH Capital Advisors investment in Schwab Strategic Tr us dividend eq
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Quarterly reported holdings in Schwab Strategic Tr us dividend eq by MSH Capital Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $8.2M | 299k | 27.30 |
| 2025-06-30 | $7.5M | 282k | 26.50 |
| 2025-03-31 | $7.3M | 261k | 27.96 |
| 2024-12-31 | $6.5M | 240k | 27.32 |
| 2024-09-30 | $6.2M | 73k | 84.53 |
| 2024-06-30 | $5.2M | 67k | 77.76 |
| 2024-03-31 | $4.8M | 59k | 80.63 |
| 2023-12-31 | $3.9M | 51k | 76.13 |
| 2023-09-30 | $3.3M | 46k | 70.76 |
| 2023-06-30 | $3.0M | 42k | 72.62 |
| 2023-03-31 | $2.8M | 39k | 73.16 |
| 2022-12-31 | $2.5M | 34k | 75.54 |
| 2022-09-30 | $2.1M | 31k | 66.43 |
| 2022-06-30 | $2.0M | 27k | 71.63 |
| 2022-03-31 | $1.7M | 22k | 78.89 |
| 2021-12-31 | $1.5M | 19k | 80.83 |
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