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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
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 Intermediate Term Corporate ETF Etf (VCIT)
PS Interest Rate Hedged ETF Etf (IGHG)
BlackRock Ultra Short Term Bond ETF Etf (ICSH)
Vanguard International Dividend ETF Etf (VIGI)
Schwab Fundamental Intl Large Co ETF Etf (FNDF)
VanEck IG Floating Rate ETF Etf (FLTR)
Vanguard Health Care ETF Etf (VHT)
Vanguard Dividend Appreciation ETF Etf (VIG)
Vanguard Intl High Dividend ETF Etf (VYMI)
Vanguard Mid Cap Value ETF Etf (VOE)
Schwab US Dividend Equity ETF Etf (SCHD)
Vanguard Mega Cap Value ETF Etf (MGV)
Consumer Staples SPDR ETF Etf (XLP)
iShares Core S&P Small Cap ETF Etf (IJR)
iShares Floating Rate ETF Etf (FLOT)

View all positions for Capital Advantage

Top funds holding Schwab Strategic Tr us dividend eq

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

View all funds holding Schwab Strategic Tr us dividend eq