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Schwab Strategic Tr us dividend eq shares owned by L.m. Kohn & Company

Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by L.m. Kohn & Company from 13F filings

Historical chart of L.m. Kohn & Company 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 L.m. Kohn & Company 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 L.m. Kohn & Company

Quarter filed Position value Share count Share price at filing
2025-06-30 $257k 9.7k 26.50
2025-03-31 $268k 9.6k 27.96
2022-06-30 $350k 4.9k 71.63
2022-03-31 $488k 6.2k 79.03

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Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol Exchange Traded Fund (SPHD)
Invesco Qqq Tr Unit Ser 1 Exchange Traded Fund (QQQ)
Spdr Ser Tr Bbg Conv Sec Etf Exchange Traded Fund (CWB)

View all positions for L.m. Kohn & Company

Top funds holding Schwab Strategic Tr us dividend eq

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View all funds holding Schwab Strategic Tr us dividend eq