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Schwab Strategic Tr us dividend eq shares owned by Savant Capital Management

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

Historical chart of Savant 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 Savant 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 Savant Capital Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $3.2M 40k 80.63
2023-12-31 $3.2M 42k 76.13
2023-09-30 $2.9M 41k 70.76
2023-06-30 $2.4M 32k 72.62
2023-03-31 $2.6M 36k 73.16
2022-12-31 $1.1M 14k 75.54
2022-09-30 $909k 14k 66.40
2022-06-30 $882k 12k 71.59
2022-03-31 $328k 4.2k 78.94
2021-12-31 $328k 4.1k 80.89
2021-09-30 $301k 4.1k 74.23
2021-06-30 $352k 4.7k 75.60
2021-03-31 $288k 4.0k 72.80
2020-12-31 $254k 4.0k 64.21