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Schwab Strategic Tr us dividend eq shares owned by Loveless Wealth Management

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

Historical chart of Loveless Wealth 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 Loveless Wealth 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 Loveless Wealth Management

Quarter filed Position value Share count Share price at filing
2022-06-30 $2.8M 39k 71.64
2022-03-31 $3.0M 37k 78.90
2021-12-31 $2.8M 35k 80.83
2021-09-30 $2.4M 33k 74.23
2021-06-30 $2.3M 31k 75.61
2021-03-31 $2.0M 28k 72.93
2020-12-31 $1.6M 26k 64.13
2020-09-30 $1.4M 25k 55.30
2020-06-30 $1.3M 24k 51.75
2020-03-31 $985k 22k 44.96
2019-12-31 $1.2M 22k 57.63