Schwab Strategic Tr us dividend eq shares owned by Summit Trail Advisors
Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by Summit Trail Advisors
from 13F filings
Historical chart of Summit Trail Advisors investment in Schwab Strategic Tr us dividend eq
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All positions including Schwab Strategic Tr us dividend eq held by Summit Trail Advisors 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 |
---|---|---|---|
2024-03-31 | $245k | 3.0k | 80.63 |
2023-12-31 | $232k | 3.0k | 76.13 |
2023-09-30 | $256k | 3.6k | 70.76 |
2023-06-30 | $296k | 4.1k | 72.62 |
2023-03-31 | $402k | 5.5k | 73.16 |
2022-12-31 | $301k | 4.0k | 75.54 |
2022-09-30 | $265k | 4.0k | 66.50 |
2022-06-30 | $319k | 4.5k | 71.60 |
2022-03-31 | $271k | 3.4k | 78.96 |
2021-12-31 | $277k | 3.4k | 80.92 |
2021-06-30 | $200k | 2.6k | 75.67 |
2018-03-31 | $130k | 130k | 1.00 |
2017-12-31 | $142k | 2.6k | 53.73 |
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