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Schwab Strategic Tr us dividend eq shares owned by Liberty One Investment Management

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

Historical chart of Liberty One Investment 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 Liberty One Investment Management 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 Liberty One Investment Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.3M 27k 84.53
2024-06-30 $2.2M 28k 77.74
2024-03-31 $2.4M 30k 80.63
2023-12-31 $2.5M 33k 76.13