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Schwab Strategic Tr us dividend eq shares owned by Capital Advisory Group Advisory Services

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

Historical chart of Capital Advisory Group Advisory Services 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 Advisory Group Advisory Services 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 Advisory Group Advisory Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.4M 52k 27.30
2025-06-30 $1.1M 43k 26.50
2025-03-31 $1.0M 38k 27.96
2024-12-31 $877k 32k 27.32

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View all positions for Capital Advisory Group Advisory Services

Top funds holding Schwab Strategic Tr us dividend eq

Rakuten Investment Management
LPL Financial
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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