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Schwab Strategic Tr sht tm us tres shares owned by Capital Investment Advisors

Quarter-by-quarter ownership of Schwab Strategic Tr sht tm us tres (SCHO) shares owned by Capital Investment Advisors from 13F filings

Historical chart of Capital Investment Advisors investment in Schwab Strategic Tr sht tm us tres

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr sht tm us tres held by Capital Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Strategic Tr sht tm us tres by Capital Investment Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $1.8M 76k 24.27
2022-12-31 $216k 4.5k 48.19
2022-09-30 $261k 5.4k 48.34
2022-06-30 $265k 5.4k 49.26
2022-03-31 $211k 4.3k 49.50
2021-09-30 $201k 3.9k 51.15