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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

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr us dividend eq held by LYNCH & Associates 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 LYNCH & Associates

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.8M 34k 80.63
2023-12-31 $1.8M 24k 76.13
2023-09-30 $882k 13k 70.77

More positions owned by LYNCH & Associates

Microsoft Corporation (MSFT)
Ishares Core S&p 500 Index Etf (IVV)
Ishares Core S&p Midcap 400 In Etf (IJH)
Procter & Gamble Company (PG)
Johnson & Johnson (JNJ)
Exxon Mobil Corporation (XOM)
Abbvie (ABBV)
Wal-Mart Stores (WMT)
Merck & Co (MRK)
JPMorgan Chase & Co. (JPM)
McDonald's Corporation (MCD)
Emerson Electric (EMR)
International Business Machines (IBM)
United Parcel Service (UPS)
Chevron Corporation (CVX)

View all positions for LYNCH & Associates

Top funds holding Schwab Strategic Tr us dividend eq

LPL Financial
Charles Schwab Investment Advisory
Morgan Stanley
H D Vest Advisory Services
Bank of America Corporation
Ameriprise Financial
Sumitomo Life Insurance
Envestnet Asset Management
Northwestern Mutual Wealth Management Company
Raymond James Financial Services Advisors
Wealthfront Advisers
Sontag Advisory
UBS Group
Commonwealth Equity Services
Advisor Group Holdings

View all funds holding Schwab Strategic Tr us dividend eq