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Schwab Strategic Tr us dividend eq shares owned by Northern Oak Capital Management

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

Historical chart of Northern Oak 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 Northern Oak 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 Northern Oak Capital Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $207k 2.6k 80.63
2023-06-30 $349k 4.8k 72.62
2022-06-30 $17k 235 72.34
2022-03-31 $19k 235 80.85
2021-12-31 $19k 235 80.85
2021-09-30 $17k 235 72.34
2021-06-30 $18k 235 76.60
2021-03-31 $17k 235 72.34
2020-12-31 $15k 235 63.83
2020-09-30 $13k 235 55.32
2020-06-30 $12k 235 51.06
2020-03-31 $11k 235 46.81
2019-12-31 $14k 235 59.57
2019-09-30 $13k 235 55.32
2019-06-30 $12k 235 51.06