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Schwab Strategic Tr us dividend eq shares owned by Northstar

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

Historical chart of Northstar 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 Northstar 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 Northstar

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.7M 135k 27.30
2025-06-30 $3.7M 138k 26.50
2025-03-31 $3.9M 140k 27.96
2024-12-31 $3.9M 143k 27.32
2024-09-30 $4.2M 49k 84.53
2024-06-30 $3.8M 49k 77.76
2024-03-31 $4.0M 50k 80.63
2023-12-31 $3.9M 52k 76.13
2023-09-30 $3.7M 52k 70.76
2023-06-30 $3.7M 52k 72.62
2023-03-31 $3.8M 52k 73.16
2022-12-31 $4.0M 53k 75.54
2022-09-30 $3.5M 53k 66.42
2022-06-30 $3.8M 53k 71.62
2022-03-31 $4.3M 55k 78.90
2021-12-31 $4.4M 54k 80.81
2021-09-30 $4.1M 55k 74.23
2021-06-30 $4.2M 56k 75.62
2021-03-31 $4.2M 58k 72.92
2020-12-31 $3.8M 60k 64.13
2020-09-30 $3.4M 61k 55.30
2020-06-30 $3.3M 63k 51.74
2020-03-31 $2.9M 65k 44.99
2019-12-31 $3.9M 68k 57.91
2019-09-30 $3.8M 69k 54.78
2019-06-30 $3.7M 70k 53.08
2019-03-31 $3.7M 70k 52.28
2018-12-31 $3.3M 71k 46.98
2018-09-30 $4.0M 76k 53.01
2018-06-30 $3.9M 78k 49.29
2018-03-31 $4.0M 83k 49.02
2017-12-31 $4.7M 92k 51.16
2017-09-30 $4.4M 93k 46.81
2017-06-30 $4.1M 92k 45.10
2017-03-31 $3.7M 83k 44.44
2016-12-31 $3.7M 85k 43.57
2016-09-30 $3.6M 86k 42.30
2016-06-30 $3.5M 84k 41.44
2016-03-31 $3.1M 77k 40.09
2015-12-31 $2.7M 70k 38.54
2015-09-30 $2.3M 62k 36.42
2015-06-30 $2.4M 62k 38.10
2015-03-31 $2.0M 51k 39.40
2014-12-31 $1.1M 28k 39.86

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Top funds holding Schwab Strategic Tr us dividend eq

Rakuten Investment Management
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H D Vest Advisory Services
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Envestnet Asset Management
Raymond James Financial
Northwestern Mutual Wealth Management Company
UBS Group
Wealthfront Advisers
Commonwealth Equity Services
Advisor Group Holdings
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View all funds holding Schwab Strategic Tr us dividend eq