Schwab Strategic Tr us dividend eq shares owned by Kovitz Investment Group Partners
Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by Kovitz Investment Group Partners
from 13F filings
Historical chart of Kovitz Investment Group Partners investment in Schwab Strategic Tr us dividend eq
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Quarterly reported holdings in Schwab Strategic Tr us dividend eq by Kovitz Investment Group Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $689k | 8.5k | 80.63 |
| 2023-12-31 | $602k | 7.9k | 76.13 |
| 2023-09-30 | $2.8M | 39k | 70.76 |
| 2023-06-30 | $4.0M | 55k | 72.62 |
| 2023-03-31 | $4.6M | 63k | 73.16 |
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