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Schwab Strategic Tr us dividend eq shares owned by Lvm Capital Management

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

Historical chart of Lvm Capital 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 Lvm Capital 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 Lvm Capital Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $3.1M 40k 77.76
2024-06-30 $3.1M 40k 77.76
2024-03-31 $3.2M 39k 80.64
2023-12-31 $2.5M 33k 76.12
2023-09-30 $1.8M 26k 70.74
2023-06-30 $1.7M 23k 72.61
2023-03-31 $1.2M 16k 73.15
2022-12-31 $687k 9.1k 75.59