Schwab Strategic Tr us dividend eq shares owned by Southland Equity Partners
Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by Southland Equity Partners
from 13F filings
Historical chart of Southland Equity Partners investment in Schwab Strategic Tr us dividend eq
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Quarterly reported holdings in Schwab Strategic Tr us dividend eq by Southland Equity Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $5.9M | 73k | 80.63 |
| 2023-12-31 | $3.8M | 50k | 76.13 |
| 2023-09-30 | $3.1M | 44k | 70.76 |
| 2023-06-30 | $2.7M | 38k | 72.62 |
| 2023-03-31 | $1.6M | 22k | 73.16 |
| 2022-12-31 | $1.1M | 15k | 75.54 |
| 2022-09-30 | $678k | 10k | 66.43 |
| 2022-06-30 | $552k | 7.7k | 71.63 |
| 2022-03-31 | $631k | 8.0k | 78.89 |
| 2021-12-31 | $416k | 5.1k | 80.83 |
| 2021-09-30 | $379k | 5.1k | 74.24 |
| 2021-06-30 | $386k | 5.1k | 75.62 |
| 2021-03-31 | $372k | 5.1k | 72.92 |
| 2020-12-31 | $330k | 5.1k | 64.14 |
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