Lehman Financial Resources »

Schwab Strategic Tr us dividend eq shares owned by Lehman Financial Resources

Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by Lehman Financial Resources from 13F filings

Historical chart of Lehman Financial Resources 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 Lehman Financial Resources consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Schwab Strategic Tr us dividend eq by Lehman Financial Resources

Quarter filed Position value Share count Share price at filing
2018-09-30 $1.3M 25k 52.99
2018-06-30 $1.3M 25k 49.25
2018-03-31 $1.1M 23k 49.01

More positions owned by Lehman Financial Resources

Nextera Energy (NEE)
Nextera Energy Partners (NEP)
Berkshire Hathaway (BRK.B)
iShares S&P 500 Index (IVV)
Pfizer (PFE)
Bank of America Corporation (BAC)
Cisco Systems (CSCO)
SPDR KBW Bank (KBE)
BP (BP)
Vanguard Total World Stock Idx (VT)
Magellan Midstream Partners
Chevron Corporation (CVX)
iShares S&P SmallCap 600 Index (IJR)
BlackRock Credit All Inc Trust IV (BTZ)
United Parcel Service (UPS)

View all positions for Lehman Financial Resources

Top funds holding Schwab Strategic Tr us dividend eq

Bank of America Corporation
Charles Schwab Investment Advisory
H D Vest Advisory Services
Sumitomo Life Insurance
Raymond James Financial Services Advisors
Sontag Advisory
Wealthfront Advisers
UBS Group
Royal Bank of Canada
Advisor Group Holdings
Orgel Wealth Management
Commonwealth Equity Services
Wells Fargo & Company
Jpmorgan Chase & Co
Honkamp Krueger Financial Services

View all funds holding Schwab Strategic Tr us dividend eq