B & T Capital Management DBA Alpha Capital Management »

Schwab Strategic Tr us dividend eq shares owned by B & T Capital Management DBA Alpha Capital Management

Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by B & T Capital Management DBA Alpha Capital Management from 13F filings

Historical chart of B & T Capital Management DBA Alpha 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 B & T Capital Management DBA Alpha Capital Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Schwab Strategic Tr us dividend eq by B & T Capital Management DBA Alpha Capital Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.0M 73k 27.30
2025-06-30 $2.1M 78k 26.50
2025-03-31 $3.7M 133k 27.96
2024-12-31 $3.8M 138k 27.32
2024-09-30 $4.0M 47k 84.53
2024-06-30 $4.4M 56k 77.76
2024-03-31 $4.3M 54k 80.63
2023-12-31 $5.1M 66k 76.13
2023-09-30 $5.1M 72k 70.76
2023-06-30 $13M 168k 75.54
2023-03-31 $13M 168k 75.54
2022-12-31 $13M 168k 75.54
2022-09-30 $10M 155k 66.43
2022-06-30 $3.3M 45k 71.62
2022-03-31 $3.4M 44k 78.90
2021-12-31 $3.7M 45k 80.84
2021-09-30 $12M 162k 74.24
2021-06-30 $12M 159k 75.62
2021-03-31 $2.0M 28k 72.93
2020-12-31 $1.5M 23k 64.15
2020-09-30 $1.3M 23k 55.31
2020-06-30 $1.2M 24k 51.74
2020-03-31 $1.2M 27k 44.97
2019-12-31 $1.7M 30k 57.92
2019-09-30 $1.7M 31k 54.78
2019-06-30 $1.7M 32k 53.07
2019-03-31 $1.7M 33k 52.28
2018-12-31 $1.6M 34k 46.97
2018-09-30 $1.8M 33k 53.00
2018-06-30 $1.6M 33k 49.28
2018-03-31 $2.1M 43k 49.03
2017-12-31 $2.0M 39k 51.17
2017-09-30 $974k 21k 46.78
2017-06-30 $844k 19k 45.09
2017-03-31 $762k 17k 44.56
2016-12-31 $1.0M 23k 43.57
2016-09-30 $683k 16k 42.27
2016-06-30 $609k 15k 41.43
2016-03-31 $538k 13k 40.08
2015-12-31 $502k 13k 38.56
2015-09-30 $404k 11k 35.98
2015-06-30 $350k 9.1k 38.32
2015-03-31 $304k 7.6k 39.83
2014-12-31 $304k 7.6k 39.83
2014-09-30 $286k 7.4k 38.50
2014-06-30 $243k 6.3k 38.33

More positions owned by B & T Capital Management DBA Alpha Capital Management

Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
Spdr Series Trust Bloomberg 1-3 Mo (BIL)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vanguard Index Fds Real Estate Etf (VNQ)
Apple (AAPL)
First Tr Exchange-traded Smid Risng Etf (SDVY)
J P Morgan Exchange Traded F Small & Mid Cap (JMEE)
JPMorgan Chase & Co. (JPM)
Alphabet Cap Stk Cl A (GOOGL)
Broadcom (AVGO)
Quanta Services (PWR)
Amazon (AMZN)
Meta Platforms Cl A (META)

View all positions for B & T Capital Management DBA Alpha Capital Management

Top funds holding Schwab Strategic Tr us dividend eq

Rakuten Investment Management
LPL Financial
Cetera Investment Advisers
Sumitomo Life Insurance
H D Vest Advisory Services
Sontag Advisory
Morgan Stanley
Envestnet Asset Management
Raymond James Financial
Northwestern Mutual Wealth Management Company
UBS Group
Wealthfront Advisers
Commonwealth Equity Services
Advisor Group Holdings
Wealth Enhancement Advisory Services

View all funds holding Schwab Strategic Tr us dividend eq