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Schwab Strategic Tr us dividend eq shares owned by Shorepoint Capital Partners

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

Historical chart of Shorepoint Capital Partners 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 Shorepoint Capital Partners 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 Shorepoint Capital Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $14M 171k 84.53
2024-06-30 $13M 170k 77.76
2024-03-31 $14M 174k 80.63
2023-09-30 $13M 177k 70.76
2023-06-30 $13M 177k 72.62
2023-03-31 $13M 179k 73.16
2022-12-31 $14M 181k 75.54
2022-09-30 $13M 190k 66.43
2022-06-30 $14M 190k 71.63
2022-03-31 $15M 189k 78.89
2021-12-31 $14M 167k 80.83
2021-09-30 $13M 171k 74.24
2021-03-31 $12M 168k 72.92
2020-12-31 $11M 167k 64.14
2020-09-30 $9.2M 166k 55.30
2020-06-30 $8.8M 171k 51.75
2020-03-31 $7.6M 168k 44.98
2019-12-31 $7.4M 128k 57.92
2019-09-30 $7.4M 134k 54.78
2019-06-30 $7.6M 143k 53.07
2019-03-31 $7.8M 150k 52.28