Schwab Strategic Tr us dividend eq shares owned by Captrust Financial Advisors
Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by Captrust Financial Advisors
from 13F filings
Historical chart of Captrust Financial Advisors investment in Schwab Strategic Tr us dividend eq
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Quarterly reported holdings in Schwab Strategic Tr us dividend eq by Captrust Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $29M | 341k | 84.53 |
| 2024-06-30 | $26M | 333k | 77.76 |
| 2024-03-31 | $27M | 329k | 80.63 |
| 2023-12-31 | $25M | 327k | 76.13 |
| 2023-09-30 | $32M | 455k | 70.76 |
| 2023-06-30 | $26M | 361k | 72.62 |
| 2023-03-31 | $25M | 344k | 73.16 |
| 2022-12-31 | $26M | 341k | 75.54 |
| 2022-09-30 | $25M | 382k | 66.43 |
| 2022-06-30 | $30M | 412k | 71.63 |
| 2022-03-31 | $33M | 423k | 78.89 |
| 2021-12-31 | $4.8M | 59k | 80.84 |
| 2021-09-30 | $4.5M | 61k | 74.23 |
| 2021-06-30 | $3.4M | 45k | 75.61 |
| 2021-03-31 | $2.8M | 38k | 72.92 |
| 2020-12-31 | $2.3M | 36k | 64.14 |
| 2020-09-30 | $2.0M | 36k | 55.27 |
| 2020-06-30 | $1.8M | 35k | 51.27 |
| 2020-03-31 | $1.7M | 40k | 43.57 |
| 2019-12-31 | $2.5M | 43k | 58.07 |
| 2019-09-30 | $2.3M | 42k | 54.78 |
| 2019-06-30 | $2.1M | 40k | 53.48 |
| 2019-03-31 | $2.2M | 43k | 52.27 |
| 2018-12-31 | $1.6M | 34k | 46.97 |
| 2018-09-30 | $1.8M | 35k | 53.01 |
| 2018-06-30 | $1.7M | 35k | 49.28 |
| 2018-03-31 | $1.6M | 34k | 47.87 |
| 2017-12-31 | $1.7M | 32k | 51.18 |
| 2017-09-30 | $1.7M | 33k | 50.15 |
| 2017-06-30 | $442k | 9.8k | 45.06 |
| 2017-03-31 | $420k | 9.4k | 44.54 |
| 2016-12-31 | $422k | 9.7k | 43.57 |
| 2016-09-30 | $92k | 2.2k | 41.52 |
| 2016-03-31 | $388k | 9.7k | 40.06 |
| 2015-12-31 | $373k | 9.7k | 38.51 |
| 2015-09-30 | $348k | 9.7k | 35.93 |
| 2015-06-30 | $29M | 229k | 124.86 |
| 2015-03-31 | $382k | 9.7k | 39.41 |
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