Lion Street Advisors »

Schwab Strategic Tr us dividend eq shares owned by Lion Street Advisors

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

Historical chart of Lion Street 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 Lion Street Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Schwab Strategic Tr us dividend eq by Lion Street Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $5.2M 62k 84.53
2024-06-30 $4.5M 58k 77.76
2024-03-31 $3.7M 48k 76.13
2023-12-31 $3.7M 48k 76.13
2023-09-30 $2.5M 36k 70.76
2023-03-31 $2.0M 28k 73.16

More positions owned by Lion Street Advisors

General Mills (GIS)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Index Fds Large Cap Etf (VV)
Apple (AAPL)
Costco Wholesale Corporation (COST)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Amazon (AMZN)
NVIDIA Corporation (NVDA)
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Whitehall Fds High Div Yld (VYM)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds Mid Cap Etf (VO)
Darden Restaurants (DRI)

View all positions for Lion Street Advisors

Top funds holding Schwab Strategic Tr us dividend eq

LPL Financial
Morgan Stanley
Sumitomo Life Insurance
H D Vest Advisory Services
Bank of America Corporation
Envestnet Asset Management
Northwestern Mutual Wealth Management Company
Raymond James Financial Services Advisors
Sontag Advisory
Wealthfront Advisers
Commonwealth Equity Services
Orgel Wealth Management
Wells Fargo & Company
Honkamp Krueger Financial Services
Wealth Enhancement Advisory Services

View all funds holding Schwab Strategic Tr us dividend eq