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Schwab Strategic Tr us dividend eq shares owned by Roundview Capital

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

Historical chart of Roundview Capital 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 Roundview Capital 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 Roundview Capital

Quarter filed Position value Share count Share price at filing
2024-03-31 $4.0M 50k 80.63
2023-12-31 $3.8M 50k 76.13
2023-09-30 $3.6M 51k 70.76
2023-06-30 $3.7M 51k 72.62
2023-03-31 $3.6M 50k 73.16
2022-12-31 $9.5M 126k 75.54
2022-09-30 $3.3M 50k 66.44
2022-06-30 $3.6M 50k 71.64
2022-03-31 $3.9M 50k 78.90
2021-12-31 $4.0M 50k 80.84
2021-09-30 $3.7M 50k 74.24
2021-06-30 $3.8M 51k 75.62
2021-03-31 $3.7M 50k 72.91
2020-12-31 $3.2M 50k 64.15
2020-09-30 $2.8M 51k 55.30
2020-06-30 $2.6M 51k 51.74
2020-03-31 $2.3M 50k 44.98
2019-12-31 $3.3M 57k 57.92
2019-09-30 $3.0M 56k 54.78
2019-06-30 $2.9M 56k 53.07
2019-03-31 $2.9M 56k 52.29
2018-12-31 $2.5M 54k 46.96
2018-09-30 $2.7M 52k 52.99
2018-06-30 $2.6M 53k 49.30
2018-03-31 $2.6M 53k 49.04
2017-12-31 $2.8M 55k 51.17
2017-09-30 $2.3M 50k 46.80
2017-06-30 $2.1M 46k 45.09
2017-03-31 $2.0M 44k 44.57
2016-12-31 $1.9M 43k 43.57
2016-09-30 $1.8M 42k 42.32
2016-06-30 $1.6M 40k 41.43
2016-03-31 $1.2M 30k 40.09
2015-12-31 $1.2M 30k 38.55
2015-09-30 $1.0M 29k 35.94
2015-06-30 $730k 19k 38.27
2015-03-31 $634k 16k 39.44
2014-12-31 $571k 14k 39.82
2014-09-30 $404k 11k 38.59
2014-06-30 $401k 11k 38.30
2014-03-31 $324k 8.8k 36.84
2013-12-31 $242k 6.6k 36.72
2013-09-30 $222k 6.6k 33.69
2013-06-30 $210k 6.4k 32.66

More positions owned by Roundview Capital

Berkshire Hathaway Inc Del Cl B New (BRK.B)
Microsoft Corporation (MSFT)
Apple (AAPL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Alphabet Cap Stk Cl C (GOOG)
Amazon (AMZN)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Vanguard Index Fds Total Stk Mkt (VTI)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Bd Index Fds Intermed Term (BIV)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
NVIDIA Corporation (NVDA)
Mastercard Incorporated Cl A (MA)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)

View all positions for Roundview Capital

Top funds holding Schwab Strategic Tr us dividend eq

Bank of America Corporation
LPL Financial
Charles Schwab Investment Advisory
H D Vest Advisory Services
Sumitomo Life Insurance
Raymond James Financial Services Advisors
Wealthfront Advisers
Sontag Advisory
UBS Group
Royal Bank of Canada
Commonwealth Equity Services
Advisor Group Holdings
Orgel Wealth Management
Wells Fargo & Company
Jpmorgan Chase & Co

View all funds holding Schwab Strategic Tr us dividend eq