Schwab Strategic Tr us dividend eq shares owned by Capital Asset Advisory Services
Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by Capital Asset Advisory Services
from 13F filings
Historical chart of Capital Asset Advisory Services investment in Schwab Strategic Tr us dividend eq
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Quarterly reported holdings in Schwab Strategic Tr us dividend eq by Capital Asset Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $12M | 154k | 79.01 |
| 2023-12-31 | $11M | 146k | 76.13 |
| 2023-09-30 | $10M | 141k | 70.86 |
| 2023-06-30 | $1.3M | 17k | 73.38 |
| 2023-03-31 | $1.2M | 16k | 73.16 |
| 2022-12-31 | $1.1M | 16k | 69.12 |
| 2022-09-30 | $882k | 13k | 66.45 |
| 2022-06-30 | $883k | 12k | 71.60 |
| 2022-03-31 | $934k | 12k | 78.93 |
| 2021-12-31 | $156k | 1.9k | 80.70 |
| 2021-09-30 | $459k | 6.2k | 74.24 |
| 2021-06-30 | $489k | 6.5k | 75.67 |
| 2021-03-31 | $465k | 6.4k | 72.92 |
| 2020-12-31 | $410k | 6.4k | 64.15 |
| 2020-09-30 | $320k | 5.8k | 55.31 |
| 2020-06-30 | $331k | 5.8k | 57.21 |
| 2020-03-31 | $154k | 3.2k | 48.83 |
| 2019-12-31 | $89k | 1.5k | 59.25 |
More positions owned by Capital Asset Advisory Services
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