KG&L Capital Management »

Schwab Strategic Tr us dividend eq shares owned by KG&L Capital Management

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

Historical chart of KG&L 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 KG&L Capital Management 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 KG&L Capital Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.0M 38k 27.30
2025-06-30 $501k 19k 26.50
2025-03-31 $322k 12k 27.96