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Capital Performance Advisors »

Schwab Strategic Tr us dividend eq shares owned by Capital Performance Advisors

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

Historical chart of Capital Performance Advisors 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 Performance Advisors 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 Performance Advisors

Quarter filed	Position value	Share count	Share price at filing
2026-06-30	$235k	7.4k	31.71
2025-12-31	$407k	15k	27.43
2024-09-30	$24k	280	84.53
2024-06-30	$331k	4.3k	77.76

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View all positions for Capital Performance Advisors

Top funds holding Schwab Strategic Tr us dividend eq

Rakuten Investment Management

Sumitomo Life Insurance

Bank of America Corporation

LPL Financial

Morgan Stanley

Cetera Investment Advisers

Envestnet Asset Management

Raymond James Financial

UBS Group

Sontag Advisory

Northwestern Mutual Wealth Management Company

Wealthfront Advisers

Royal Bank of Canada

Virginia Estate & Retirement Planning Advisors

Wells Fargo & Company

View all funds holding Schwab Strategic Tr us dividend eq

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