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Schwab Strategic Tr us dividend eq shares owned by Linscomb & Williams

Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by Linscomb & Williams from 13F filings

Historical chart of Linscomb & Williams 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 Linscomb & Williams 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 Linscomb & Williams

Quarter filed Position value Share count Share price at filing
2026-03-31 $400k 13k 30.68
2022-12-31 $283k 3.7k 75.55
2022-03-31 $211k 2.7k 78.82
2021-12-31 $227k 2.8k 80.78
2021-09-30 $208k 2.8k 74.29
2021-06-30 $217k 2.9k 75.50

More positions owned by Linscomb & Williams

Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p500 Etf (IVV)
Exxon Mobil Corporation (XOM)
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Msci Eafe Etf (EFA)
Wisdomtree Tr Us Midcap Divid (DON)
Vanguard Index Fds Total Stk Mkt (VTI)
Broadcom (AVGO)
Spdr Series Trust State Street Spd (SDY)
Apple (AAPL)
Microsoft Corporation (MSFT)
Wisdomtree Tr Us High Dividend (DHS)
Dimensional Etf Trust Us Large Cap Val (DFLV)
Lam Research Corp Com New (LRCX)

View all positions for Linscomb & Williams

Top funds holding Schwab Strategic Tr us dividend eq

Rakuten Investment Management
Sumitomo Life Insurance
LPL Financial
Bank of America Corporation
Morgan Stanley
Cetera Investment Advisers
Envestnet Asset Management
Raymond James Financial
UBS Group
Northwestern Mutual Wealth Management Company
Sontag Advisory
Wealthfront Advisers
Cassaday & Co Wealth Management
Commonwealth Equity Services
Wells Fargo & Company

View all funds holding Schwab Strategic Tr us dividend eq