Schwab Strategic Tr us dividend eq shares owned by LVW Advisors
Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by LVW Advisors
from 13F filings
Historical chart of LVW Advisors investment in Schwab Strategic Tr us dividend eq
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Quarterly reported holdings in Schwab Strategic Tr us dividend eq by LVW Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $100M | 1.2M | 84.53 |
| 2024-06-30 | $92M | 1.2M | 77.76 |
| 2024-03-31 | $92M | 1.1M | 80.63 |
| 2023-12-31 | $80M | 1.0M | 76.13 |
| 2023-09-30 | $64M | 902k | 70.76 |
| 2023-06-30 | $55M | 759k | 72.62 |
| 2023-03-31 | $43M | 581k | 73.16 |
| 2022-12-31 | $33M | 431k | 75.54 |
| 2022-09-30 | $15M | 232k | 66.43 |
| 2022-06-30 | $14M | 199k | 71.63 |
| 2022-03-31 | $15M | 188k | 78.89 |
| 2021-12-31 | $16M | 197k | 80.83 |
| 2021-09-30 | $15M | 200k | 74.24 |
| 2021-06-30 | $15M | 202k | 75.62 |
| 2021-03-31 | $14M | 194k | 72.92 |
| 2020-12-31 | $13M | 195k | 64.14 |
| 2020-09-30 | $10M | 187k | 55.30 |
| 2020-06-30 | $7.5M | 145k | 51.75 |
| 2020-03-31 | $6.3M | 141k | 44.98 |
| 2019-12-31 | $5.5M | 95k | 57.92 |
| 2019-09-30 | $4.0M | 74k | 54.78 |
| 2019-06-30 | $4.6M | 86k | 53.07 |
| 2019-03-31 | $3.1M | 60k | 52.27 |
| 2018-12-31 | $3.4M | 73k | 46.97 |
| 2018-09-30 | $2.3M | 44k | 52.99 |
| 2018-06-30 | $1.6M | 32k | 49.28 |
| 2018-03-31 | $1.2M | 25k | 49.03 |
| 2017-12-31 | $1.1M | 21k | 51.19 |
| 2017-09-30 | $1.0M | 21k | 46.78 |
| 2017-06-30 | $848k | 19k | 45.11 |
| 2017-03-31 | $736k | 17k | 44.58 |
| 2016-12-31 | $557k | 13k | 43.59 |
| 2016-09-30 | $548k | 13k | 42.33 |
| 2016-06-30 | $556k | 13k | 41.42 |
| 2016-03-31 | $486k | 12k | 40.09 |
| 2015-12-31 | $463k | 12k | 38.54 |
| 2015-09-30 | $432k | 12k | 35.96 |
| 2015-06-30 | $462k | 12k | 38.27 |
| 2015-03-31 | $469k | 12k | 39.44 |
| 2014-12-31 | $471k | 12k | 39.82 |
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