Schwab Strategic Tr us dividend eq shares owned by Vanguard Capital Wealth Advisors
Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by Vanguard Capital Wealth Advisors
from 13F filings
Historical chart of Vanguard Capital Wealth Advisors investment in Schwab Strategic Tr us dividend eq
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Quarterly reported holdings in Schwab Strategic Tr us dividend eq by Vanguard Capital Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $998k | 37k | 27.30 |
| 2025-06-30 | $947k | 36k | 26.50 |
| 2025-03-31 | $831k | 30k | 27.96 |
| 2024-12-31 | $770k | 28k | 27.32 |
| 2024-09-30 | $725k | 8.6k | 84.53 |
| 2024-03-31 | $205k | 2.5k | 80.65 |
| 2022-06-30 | $207k | 2.9k | 71.63 |
| 2022-03-31 | $217k | 2.8k | 78.54 |
| 2021-12-31 | $375k | 4.6k | 80.71 |
| 2021-09-30 | $283k | 3.8k | 74.24 |
| 2021-06-30 | $240k | 3.2k | 75.42 |
| 2020-06-30 | $297k | 5.8k | 51.64 |
| 2019-12-31 | $821k | 14k | 57.86 |
| 2019-09-30 | $729k | 13k | 54.76 |
| 2019-06-30 | $674k | 13k | 53.02 |
| 2019-03-31 | $727k | 14k | 52.25 |
| 2018-12-31 | $509k | 11k | 46.89 |
| 2018-09-30 | $983k | 18k | 54.67 |
| 2018-06-30 | $810k | 16k | 49.25 |
| 2018-03-31 | $690k | 14k | 48.42 |
| 2017-12-31 | $956k | 19k | 51.17 |
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