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Schwab Strategic Tr us dividend eq shares owned by Capital Advantage

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

Historical chart of Capital Advantage 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 Capital Advantage 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 Capital Advantage

Quarter filed Position value Share count Share price at filing
2024-09-30 $23M 274k 84.53
2024-06-30 $21M 266k 77.09
2024-03-31 $21M 258k 79.56
2023-12-31 $19M 248k 76.13
2023-09-30 $19M 262k 70.76
2023-06-30 $19M 267k 72.38
2023-03-31 $20M 269k 72.85
2022-12-31 $21M 276k 75.54
2022-09-30 $19M 289k 66.43
2022-06-30 $21M 288k 71.63
2022-03-31 $23M 290k 78.89
2021-12-31 $24M 291k 80.76
2021-09-30 $22M 299k 74.24
2021-06-30 $23M 310k 75.62
2021-03-31 $23M 311k 72.92
2020-12-31 $20M 308k 63.74
2020-09-30 $12M 212k 57.51
2020-06-30 $11M 219k 51.75
2020-03-31 $11M 226k 49.90
2019-12-31 $13M 223k 58.84
2019-09-30 $12M 212k 54.78
2019-03-31 $11M 207k 52.28
2018-12-31 $9.6M 205k 46.97
2018-09-30 $11M 209k 53.00
2018-06-30 $10M 203k 49.29
2018-03-31 $10M 206k 49.03
2017-12-31 $11M 204k 51.17
2017-09-30 $9.5M 202k 46.80
2017-06-30 $8.8M 196k 45.10
2017-03-31 $8.4M 188k 44.58
2016-12-31 $7.9M 182k 43.57
2016-09-30 $6.8M 162k 42.31
2016-06-30 $5.8M 140k 41.44
2016-03-31 $2.1M 52k 40.08
2015-12-31 $1.6M 43k 38.57
2015-09-30 $1.3M 37k 35.96
2015-06-30 $870k 23k 38.28
2015-03-31 $523k 13k 39.38
2014-12-31 $237k 5.9k 39.93

More positions owned by Capital Advantage

Vanguard Scottsdale Fds Int-term Corp (VCIT)
Schwab Strategic Tr Fundamental Intl (FNDF)
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Vanguard Whitehall Fds Intl High Etf (VYMI)
Vanguard World Health Car Etf (VHT)
Vanguard World Mega Cap Val Etf (MGV)
Vanguard Specialized Funds Div App Etf (VIG)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard World Mega Cap Index (MGC)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Vanguard World Industrial Etf (VIS)
Apple (AAPL)
Spdr Ser Tr Portfolio S&p500 (SPLG)

View all positions for Capital Advantage

Top funds holding Schwab Strategic Tr us dividend eq

LPL Financial
Morgan Stanley
Sumitomo Life Insurance
H D Vest Advisory Services
Bank of America Corporation
Envestnet Asset Management
Northwestern Mutual Wealth Management Company
Raymond James Financial Services Advisors
Sontag Advisory
Wealthfront Advisers
Commonwealth Equity Services
Orgel Wealth Management
Wells Fargo & Company
Honkamp Krueger Financial Services
Wealth Enhancement Advisory Services

View all funds holding Schwab Strategic Tr us dividend eq