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Schwab Strategic Tr us dividend eq shares owned by LGT Financial Advisors

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

Historical chart of LGT Financial 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 LGT Financial 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 LGT Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $169k 2.1k 80.75
2024-06-30 $338k 4.4k 77.76
2024-03-31 $378k 4.7k 80.63
2023-12-31 $454k 6.0k 76.13
2023-09-30 $435k 6.1k 70.76
2023-06-30 $574k 7.9k 72.62
2022-12-31 $2.6M 35k 75.54