Schwab Strategic Tr us dividend eq shares owned by Patton Albertson & Miller
Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by Patton Albertson & Miller
from 13F filings
Historical chart of Patton Albertson & Miller 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 Patton Albertson & Miller consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Schwab Strategic Tr us dividend eq by Patton Albertson & Miller
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $476k | 17k | 27.30 |
| 2025-06-30 | $462k | 17k | 26.50 |
| 2025-03-31 | $536k | 19k | 27.96 |
| 2024-12-31 | $546k | 20k | 27.32 |
| 2024-09-30 | $572k | 6.8k | 84.53 |
| 2024-06-30 | $576k | 7.4k | 77.76 |
| 2024-03-31 | $896k | 11k | 80.63 |
| 2023-12-31 | $1.6M | 21k | 76.13 |
| 2023-09-30 | $1.7M | 24k | 70.76 |
| 2023-06-30 | $2.2M | 30k | 72.62 |
| 2023-03-31 | $2.5M | 35k | 73.16 |
| 2022-12-31 | $2.6M | 35k | 75.54 |
| 2022-09-30 | $2.4M | 36k | 66.43 |
| 2022-06-30 | $2.6M | 37k | 71.63 |
| 2022-03-31 | $3.1M | 39k | 78.89 |
| 2021-12-31 | $3.3M | 41k | 80.83 |
| 2021-09-30 | $3.0M | 41k | 74.24 |
| 2021-06-30 | $3.1M | 41k | 75.62 |
| 2021-03-31 | $3.1M | 42k | 72.91 |
| 2020-12-31 | $2.9M | 43k | 67.37 |
| 2020-09-30 | $2.7M | 49k | 55.30 |
| 2020-06-30 | $2.6M | 50k | 51.74 |
| 2020-03-31 | $2.4M | 53k | 44.98 |
| 2019-12-31 | $3.1M | 54k | 57.93 |
| 2019-09-30 | $2.9M | 53k | 54.79 |
| 2019-06-30 | $2.7M | 51k | 52.31 |
| 2018-09-30 | $88k | 1.8k | 49.11 |
More positions owned by Patton Albertson & Miller
Home Depot (HD)
View all positions for Patton Albertson & Miller
Top funds holding Schwab Strategic Tr us dividend eq
View all funds holding Schwab Strategic Tr us dividend eq