Schwab Strategic Tr us dividend eq shares owned by Sunbelt Securities
Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by Sunbelt Securities
from 13F filings
Historical chart of Sunbelt Securities investment in Schwab Strategic Tr us dividend eq
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Quarterly reported holdings in Schwab Strategic Tr us dividend eq by Sunbelt Securities
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $10M | 120k | 84.53 |
| 2024-06-30 | $9.1M | 118k | 77.76 |
| 2024-03-31 | $8.9M | 110k | 80.63 |
| 2023-12-31 | $6.7M | 88k | 76.13 |
| 2023-09-30 | $6.2M | 87k | 70.76 |
| 2023-06-30 | $6.2M | 85k | 72.62 |
| 2023-03-31 | $5.7M | 79k | 72.30 |
| 2022-12-31 | $3.3M | 44k | 75.54 |
| 2022-09-30 | $2.8M | 42k | 66.44 |
| 2022-06-30 | $3.1M | 43k | 71.62 |
| 2022-03-31 | $2.4M | 31k | 79.85 |
| 2021-12-31 | $2.1M | 27k | 79.37 |
| 2021-09-30 | $706k | 9.4k | 75.43 |
| 2021-06-30 | $706k | 9.4k | 75.43 |
| 2021-03-31 | $475k | 6.5k | 72.89 |
| 2020-12-31 | $417k | 6.5k | 64.16 |
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