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Schwab Strategic Tr us dividend eq shares owned by CAP Partners

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

Historical chart of CAP Partners 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 CAP Partners 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 CAP Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $3.4M 42k 80.63
2023-12-31 $3.4M 44k 76.13

More positions owned by CAP Partners

Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Index Fds Mid Cap Etf (VO)
Direxion Shs Etf Tr Nas100 Eql Wgt (QQQE)
American Centy Etf Tr Avantis Us Small (AVSC)
J P Morgan Exchange Traded F Equity Premium (JEPI)
NVIDIA Corporation (NVDA)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Tesla Motors (TSLA)
Apple (AAPL)
Amazon (AMZN)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Select Sector Spdr Tr Rl Est Sel Sec (XLRE)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
Microsoft Corporation (MSFT)
American Centy Etf Tr Intl Eqt Etf (AVDE)

View all positions for CAP Partners

Top funds holding Schwab Strategic Tr us dividend eq

Bank of America Corporation
Charles Schwab Investment Advisory
H D Vest Advisory Services
Sumitomo Life Insurance
Raymond James Financial Services Advisors
Sontag Advisory
Wealthfront Advisers
UBS Group
Royal Bank of Canada
Commonwealth Equity Services
Advisor Group Holdings
Orgel Wealth Management
Wells Fargo & Company
Jpmorgan Chase & Co
Honkamp Krueger Financial Services

View all funds holding Schwab Strategic Tr us dividend eq