Schwab Strategic Tr us dividend eq shares owned by Capital Advisors
Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by Capital Advisors
from 13F filings
Historical chart of Capital Advisors investment in Schwab Strategic Tr us dividend eq
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Quarterly reported holdings in Schwab Strategic Tr us dividend eq by Capital Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.2M | 44k | 27.30 |
| 2025-06-30 | $1.1M | 42k | 26.50 |
| 2025-03-31 | $1.1M | 41k | 27.96 |
| 2024-12-31 | $1.2M | 42k | 27.32 |
| 2024-09-30 | $1.1M | 14k | 84.53 |
| 2024-06-30 | $977k | 13k | 77.76 |
| 2024-03-31 | $943k | 12k | 80.63 |
| 2023-12-31 | $1.0M | 13k | 76.13 |
| 2023-09-30 | $892k | 13k | 70.76 |
| 2023-06-30 | $937k | 13k | 72.62 |
| 2023-03-31 | $781k | 11k | 73.16 |
| 2022-12-31 | $816k | 11k | 75.54 |
| 2022-09-30 | $830k | 12k | 67.95 |
| 2022-06-30 | $1.0M | 14k | 71.63 |
| 2022-03-31 | $662k | 8.4k | 78.84 |
| 2021-12-31 | $586k | 7.3k | 80.78 |
| 2021-09-30 | $676k | 9.1k | 74.19 |
| 2021-06-30 | $545k | 7.2k | 75.65 |
| 2021-03-31 | $398k | 5.5k | 72.88 |
| 2020-12-31 | $336k | 5.2k | 64.07 |
| 2020-09-30 | $263k | 4.8k | 55.24 |
| 2020-06-30 | $263k | 4.7k | 55.51 |
| 2018-12-31 | $1.2M | 25k | 46.96 |
Top funds holding Schwab Strategic Tr us dividend eq
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