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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
2024-03-31 $2.4M 30k 80.63
2023-12-31 $2.5M 33k 76.13

More positions owned by Liberty One Investment Management

Eli Lilly & Co. (LLY)
Spdr Ser Tr Portfolio Ln Tsr (SPTL)
Cardinal Health (CAH)
Republic Services (RSG)
Waste Management (WM)
Procter & Gamble Company (PG)
Clorox Company (CLX)
Southern Company (SO)
Lockheed Martin Corporation (LMT)
Coca-Cola Company (KO)
Kimberly-Clark Corporation (KMB)
McDonald's Corporation (MCD)
Duke Energy Corp Com New (DUK)
Microsoft Corporation (MSFT)
Johnson & Johnson (JNJ)

View all positions for Liberty One Investment Management

Top funds holding Schwab Strategic Tr us dividend eq

Bank of America Corporation
Charles Schwab Investment Advisory
H D Vest Advisory Services
Sumitomo Life Insurance
Raymond James Financial Services Advisors
Sontag Advisory
Wealthfront Advisers
UBS Group
Royal Bank of Canada
Commonwealth Equity Services
Advisor Group Holdings
Orgel Wealth Management
Wells Fargo & Company
Jpmorgan Chase & Co
Honkamp Krueger Financial Services

View all funds holding Schwab Strategic Tr us dividend eq