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Schwab Strategic Tr us dividend eq shares owned by Towercrest Capital Management

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

Historical chart of Towercrest Capital Management 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 Towercrest Capital Management 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 Towercrest Capital Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $4.4M 57k 76.13
2023-09-30 $4.1M 58k 70.76
2023-06-30 $4.2M 58k 72.62
2023-03-31 $4.0M 54k 73.16
2022-12-31 $4.3M 57k 75.54
2022-09-30 $3.9M 59k 66.43
2022-06-30 $5.2M 73k 71.64
2022-03-31 $5.1M 64k 78.89
2021-12-31 $4.3M 53k 80.84
2021-09-30 $3.9M 52k 74.24
2021-06-30 $3.9M 51k 75.61
2021-03-31 $1.2M 17k 72.92
2020-12-31 $1.2M 19k 64.14
2020-09-30 $1.1M 20k 55.29
2020-06-30 $1.2M 24k 51.74
2020-03-31 $3.4M 77k 44.98
2019-12-31 $1.2M 20k 57.93
2019-09-30 $1.1M 20k 54.78
2019-06-30 $1.1M 20k 53.06
2019-03-31 $1.0M 20k 52.23
2018-12-31 $5.3M 114k 46.97
2018-09-30 $6.3M 118k 52.98
2018-06-30 $6.0M 121k 49.29