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Schwab Strategic Tr cmn shares owned by Capital Investment Advisory Services

Quarter-by-quarter ownership of Schwab Strategic Tr cmn (SCHV) shares owned by Capital Investment Advisory Services from 13F filings

Historical chart of Capital Investment Advisory Services investment in Schwab Strategic Tr cmn

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr cmn held by Capital Investment Advisory Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Strategic Tr cmn by Capital Investment Advisory Services

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.1M 37k 29.61
2025-09-30 $926k 32k 29.11
2025-06-30 $891k 32k 27.67
2025-03-31 $931k 35k 26.58
2024-12-31 $299k 12k 26.07
2024-09-30 $192k 2.4k 80.37
2024-06-30 $110k 1.5k 74.08
2024-03-31 $112k 1.5k 75.98
2023-12-31 $118k 1.7k 70.10
2023-09-30 $13k 201 64.46
2023-06-30 $14k 201 67.09
2023-03-31 $13k 201 65.58
2022-12-31 $67k 1.0k 65.99
2022-09-30 $44k 760 57.89
2022-06-30 $135k 2.2k 62.53
2022-03-31 $154k 2.2k 71.33
2021-12-31 $148k 2.0k 73.01
2021-09-30 $165k 2.5k 67.29
2021-06-30 $189k 2.8k 68.33
2021-03-31 $179k 2.7k 65.30
2020-12-31 $183k 3.1k 59.38
2020-09-30 $189k 3.6k 52.24
2020-06-30 $161k 3.2k 50.16
2020-03-31 $869k 20k 44.26
2019-12-31 $1.2M 20k 60.12
2019-09-30 $1.7M 29k 56.72
2019-06-30 $1.6M 29k 56.60
2019-03-31 $1.6M 29k 54.73
2018-12-31 $1.4M 29k 49.31
2018-09-30 $1.5M 27k 56.07
2018-06-30 $1.4M 27k 53.14
2018-03-31 $1.4M 27k 52.82
2017-12-31 $1.5M 27k 54.65
2017-09-30 $1.7M 32k 51.81
2017-06-30 $1.8M 36k 50.20
2017-03-31 $1.4M 29k 49.69
2016-12-31 $1.4M 29k 48.10

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First Tr Exchange-traded First Tr Enh New (FTSM)

View all positions for Capital Investment Advisory Services

Top funds holding Schwab Strategic Tr cmn

Financial Engines Advisors L.L.C
Sei Investments
Mather Group
Envestnet Asset Management
Advisor Group Holdings
Honkamp Krueger Financial Services
Mariner Wealth Advisors
Vantagepoint Investment Advisers
Wealth Enhancement Advisory Services
Moneta Group Investment Advisors
Betterment
LPL Financial
Gemmer Asset Management
Savant Capital Management
Cetera Investment Advisers

View all funds holding Schwab Strategic Tr cmn