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Schwab Strategic Tr us dividend eq shares owned by LPF Advisors

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

Historical chart of LPF 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 LPF Advisors 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 LPF Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $3.5M 42k 84.53
2024-06-30 $3.2M 41k 77.76
2024-03-31 $3.3M 41k 80.63
2023-12-31 $2.8M 37k 76.13

More positions owned by LPF Advisors

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Schwab Strategic Tr Intl Sceqt Etf (SCHC)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vaneck Etf Trust Fallen Angel Hg (ANGL)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Msci Usa Min Vol (USMV)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Invesco Exch Traded Fd Tr Ii S&p Smallcap 600 (RWJ)

View all positions for LPF 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