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Schwab Strategic Tr us dividend eq shares owned by Lebenthal Global Advisors

Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by Lebenthal Global Advisors from 13F filings

Historical chart of Lebenthal Global Advisors 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 Lebenthal Global Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Strategic Tr us dividend eq by Lebenthal Global Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $6.7M 88k 76.13
2023-09-30 $6.3M 89k 70.76
2023-06-30 $15M 211k 72.62
2023-03-31 $6.1M 84k 73.16
2022-12-31 $6.4M 85k 75.54
2022-09-30 $3.4M 51k 66.42
2022-06-30 $3.8M 53k 71.63
2022-03-31 $4.0M 51k 78.89
2021-12-31 $4.0M 50k 80.82
2021-09-30 $3.5M 47k 74.22
2021-06-30 $5.0M 66k 75.61
2021-03-31 $6.8M 93k 72.91
2020-12-31 $5.7M 90k 64.13