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

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

Historical chart of Capital Investment 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 Investment 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 Investment Advisory Services

Quarter filed Position value Share count Share price at filing
2024-09-30 $3.4M 41k 84.53
2024-06-30 $3.2M 41k 77.76
2024-03-31 $5.0M 62k 80.63
2023-12-31 $4.8M 64k 76.13
2023-09-30 $4.5M 63k 70.76
2023-06-30 $4.6M 64k 72.62
2023-03-31 $4.7M 64k 73.16
2022-12-31 $4.7M 62k 75.54
2022-09-30 $3.7M 56k 66.42
2022-06-30 $4.2M 59k 71.63
2022-03-31 $4.3M 54k 78.90
2021-12-31 $4.2M 52k 80.84
2021-09-30 $1.9M 25k 74.24
2021-06-30 $1.8M 24k 75.63
2021-03-31 $1.6M 22k 72.92
2020-12-31 $1.2M 19k 64.15
2020-09-30 $755k 14k 55.29
2020-06-30 $672k 13k 51.78
2020-03-31 $590k 13k 44.96
2019-12-31 $719k 12k 57.95
2019-09-30 $774k 14k 54.81
2019-06-30 $781k 15k 53.72
2019-03-31 $760k 15k 52.26
2018-12-31 $688k 15k 46.99
2018-09-30 $789k 15k 53.01
2018-06-30 $729k 15k 49.29
2018-03-31 $697k 14k 49.03
2017-12-31 $703k 14k 51.13
2017-09-30 $677k 15k 46.83
2017-06-30 $787k 17k 45.13
2017-03-31 $769k 17k 44.58
2016-12-31 $710k 16k 43.57

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First Tr Exchange-traded First Tr Enh New (FTSM)
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Ishares Tr Core S&p500 Etf (IVV)

View all positions for Capital Investment Advisory Services

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