Schwab Strategic Tr us dividend eq shares owned by Lakeview Capital Partners
Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by Lakeview Capital Partners
from 13F filings
Historical chart of Lakeview Capital Partners investment in Schwab Strategic Tr us dividend eq
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Quarterly reported holdings in Schwab Strategic Tr us dividend eq by Lakeview Capital Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $5.7M | 75k | 76.13 |
| 2023-09-30 | $5.0M | 71k | 70.76 |
| 2023-06-30 | $7.5M | 103k | 72.62 |
| 2023-03-31 | $6.8M | 97k | 69.91 |
| 2022-12-31 | $5.3M | 69k | 76.05 |
| 2022-09-30 | $1.7M | 25k | 66.40 |
| 2022-06-30 | $1.9M | 27k | 71.64 |
| 2022-03-31 | $1.3M | 17k | 78.87 |
| 2021-12-31 | $1.1M | 14k | 80.81 |
| 2021-09-30 | $748k | 10k | 74.29 |
| 2021-06-30 | $823k | 11k | 75.65 |
| 2021-03-31 | $881k | 12k | 72.95 |
| 2020-12-31 | $770k | 12k | 64.15 |
| 2020-09-30 | $585k | 11k | 55.30 |
| 2020-06-30 | $545k | 11k | 51.71 |
| 2020-03-31 | $473k | 11k | 44.94 |
| 2019-12-31 | $1.1M | 19k | 57.90 |
| 2019-09-30 | $911k | 17k | 54.78 |
| 2019-06-30 | $881k | 17k | 53.07 |
| 2019-03-31 | $991k | 19k | 52.26 |
| 2018-12-31 | $904k | 19k | 46.96 |
| 2018-09-30 | $1.0M | 20k | 52.98 |
| 2018-06-30 | $560k | 11k | 49.28 |
| 2018-03-31 | $294k | 6.0k | 49.05 |
| 2017-12-31 | $310k | 6.1k | 51.21 |
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