Schwab Strategic Tr us dividend eq shares owned by Smith, Moore & Co.
Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by Smith, Moore & Co.
from 13F filings
Historical chart of Smith, Moore & Co. investment in Schwab Strategic Tr us dividend eq
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All positions including Schwab Strategic Tr us dividend eq held by Smith, Moore & Co. consolidated in one spreadsheet with up to 7 years of data
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $6.4M | 76k | 84.53 |
2024-06-30 | $5.8M | 75k | 77.76 |
2024-03-31 | $6.5M | 81k | 80.63 |
2023-09-30 | $5.3M | 74k | 70.76 |
2023-06-30 | $4.8M | 66k | 72.62 |
2023-03-31 | $3.5M | 48k | 73.16 |
2022-12-31 | $2.4M | 32k | 75.54 |
2022-09-30 | $1.6M | 24k | 66.42 |
2022-06-30 | $1.1M | 15k | 71.62 |
2022-03-31 | $1.1M | 14k | 78.90 |
2021-12-31 | $262k | 3.2k | 80.79 |
2021-09-30 | $241k | 3.2k | 74.31 |
2021-06-30 | $245k | 3.2k | 75.55 |
2015-09-30 | $556k | 15k | 38.29 |
2015-06-30 | $556k | 15k | 38.29 |
2015-03-31 | $572k | 15k | 39.39 |
2014-12-31 | $579k | 15k | 39.87 |
2014-09-30 | $563k | 15k | 38.57 |
2014-06-30 | $250k | 6.5k | 38.23 |
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