Schwab Strategic Tr us dividend eq shares owned by Joseph P. Lucia & Associates
Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by Joseph P. Lucia & Associates
from 13F filings
Historical chart of Joseph P. Lucia & Associates investment in Schwab Strategic Tr us dividend eq
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Quarterly reported holdings in Schwab Strategic Tr us dividend eq by Joseph P. Lucia & Associates
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.5M | 166k | 27.30 |
| 2025-06-30 | $4.4M | 167k | 26.50 |
| 2025-03-31 | $4.7M | 167k | 27.96 |
| 2024-12-31 | $4.3M | 159k | 27.32 |
| 2024-09-30 | $4.4M | 52k | 84.53 |
| 2024-06-30 | $4.1M | 52k | 77.76 |
| 2024-03-31 | $4.3M | 53k | 80.63 |
| 2023-12-31 | $3.9M | 52k | 76.13 |
| 2023-09-30 | $3.7M | 53k | 70.76 |
| 2023-06-30 | $3.5M | 48k | 72.62 |
| 2023-03-31 | $3.3M | 45k | 73.16 |
| 2022-12-31 | $3.3M | 44k | 75.54 |
| 2022-09-30 | $2.9M | 43k | 66.42 |
| 2022-06-30 | $3.0M | 42k | 71.63 |
| 2022-03-31 | $2.9M | 37k | 78.90 |
| 2021-12-31 | $2.5M | 31k | 80.84 |
| 2021-09-30 | $1.6M | 21k | 74.24 |
| 2021-06-30 | $1.1M | 15k | 75.59 |
| 2021-03-31 | $956k | 13k | 72.90 |
| 2020-12-31 | $582k | 9.1k | 64.17 |
| 2020-09-30 | $548k | 9.9k | 55.29 |
| 2020-06-30 | $529k | 10k | 51.77 |
| 2020-03-31 | $423k | 9.4k | 44.98 |
| 2019-12-31 | $523k | 9.0k | 57.90 |
| 2019-09-30 | $501k | 9.1k | 54.80 |
| 2019-06-30 | $485k | 9.1k | 53.10 |
| 2019-03-31 | $7.4M | 394k | 18.70 |
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