Lazari Capital Management »

Schwab Strategic Tr us dividend eq shares owned by Lazari Capital Management

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

Historical chart of Lazari 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 Lazari 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 Lazari Capital Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $211k 2.5k 84.53
2024-03-31 $210k 2.6k 80.63

More positions owned by Lazari Capital Management

Apple (AAPL)
Meta Platforms Cl A (META)
Uber Technologies (UBER)
Amazon (AMZN)
NVIDIA Corporation (NVDA)
Alphabet Cap Stk Cl A (GOOGL)
Walt Disney Company (DIS)
Microsoft Corporation (MSFT)
Vanguard Index Fds Total Stk Mkt (VTI)
BP Sponsored Adr (BP)
Bank of America Corporation (BAC)
Boeing Company (BA)
Wynn Resorts (WYNN)
Abbvie (ABBV)
Verizon Communications (VZ)

View all positions for Lazari Capital Management

Top funds holding Schwab Strategic Tr us dividend eq

LPL Financial
Morgan Stanley
Sumitomo Life Insurance
H D Vest Advisory Services
Bank of America Corporation
Envestnet Asset Management
Northwestern Mutual Wealth Management Company
Raymond James Financial Services Advisors
Sontag Advisory
Wealthfront Advisers
Commonwealth Equity Services
Orgel Wealth Management
Wells Fargo & Company
Honkamp Krueger Financial Services
Wealth Enhancement Advisory Services

View all funds holding Schwab Strategic Tr us dividend eq