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Schwab Strategic Tr us dividend eq shares owned by Caprock

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

Historical chart of Caprock 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 Caprock 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 Caprock

Quarter filed Position value Share count Share price at filing
2024-12-31 $6.2M 228k 27.32
2024-09-30 $6.7M 79k 84.53
2024-06-30 $6.6M 84k 78.62
2024-03-31 $213k 2.6k 80.65

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Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
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View all positions for Caprock

Top funds holding Schwab Strategic Tr us dividend eq

Sumitomo Life Insurance
LPL Financial
Orgel Wealth Management
H D Vest Advisory Services
Bank of America Corporation
Envestnet Asset Management
Northwestern Mutual Wealth Management Company
Raymond James Financial Services Advisors
Ameriprise Financial
Keystone Financial Planning
UBS Group
Sontag Advisory
HHM Wealth Advisors
Wealthfront Advisers
Commonwealth Equity Services

View all funds holding Schwab Strategic Tr us dividend eq