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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
2025-09-30 $4.9M 174k 27.92
2025-03-31 $8.0M 286k 27.96
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

Rakuten Investment Management
LPL Financial
Cetera Investment Advisers
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