Schwab Strategic Tr us dividend eq shares owned by LYNCH & Associates
Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by LYNCH & Associates
from 13F filings
Historical chart of LYNCH & Associates investment in Schwab Strategic Tr us dividend eq
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Quarterly reported holdings in Schwab Strategic Tr us dividend eq by LYNCH & Associates
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.5M | 165k | 27.30 |
| 2025-06-30 | $4.1M | 156k | 26.50 |
| 2025-03-31 | $4.2M | 151k | 27.96 |
| 2024-12-31 | $3.9M | 142k | 27.32 |
| 2024-09-30 | $3.7M | 44k | 84.53 |
| 2024-06-30 | $2.9M | 38k | 77.76 |
| 2024-03-31 | $2.8M | 34k | 80.63 |
| 2023-12-31 | $1.8M | 24k | 76.13 |
| 2023-09-30 | $882k | 13k | 70.77 |
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