Capital Investment Advisors, LLC Schwab Strategic Tr Us Dividen Transaction History

Capital Investment Advisors, LLC

  • $5.8 Billion
  • Q3 2025

A detailed history of Capital Investment Advisors, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Capital Investment Advisors, LLC holds 132,544 shares of SCHD stock, worth $3.52 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares
132,544
Previous 166,576 20.43%
Holding current value
$3.52 Million
Previous $4.41 Million 18.03%
% of portfolio
0.06%
Previous 0.08%

Shares

33 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 23, 2025
SELL
$26.38 - $27.95 $897,764 - $951,194
-34,032 Reduced 20.43%
132,544 $3.62 Million
Q2 2025

Jul 17, 2025
BUY
$24.32 - $27.87 $4.05 Million - $4.64 Million
166,576 New
166,576 $4.41 Million
Q1 2025

Apr 14, 2025
BUY
$27.01 - $28.54 $426,325 - $450,475
15,784 Added 14.31%
126,066 $3.48 Million
Q4 2024

Jan 13, 2025
BUY
$26.93 - $84.95 $1.93 Million - $6.09 Million
71,677 Added 185.67%
110,282 $3.01 Million
Q3 2024

Oct 17, 2024
BUY
$77.02 - $85.06 $398,732 - $440,355
5,177 Added 15.49%
38,605 $3.26 Million
Q2 2024

Jul 12, 2024
SELL
$75.81 - $80.15 $303,164 - $320,519
-3,999 Reduced 10.68%
33,428 $2.6 Million
Q1 2024

Apr 15, 2024
BUY
$75.25 - $80.63 $95,943 - $102,803
1,275 Added 3.53%
37,427 $3.02 Million
Q4 2023

Jan 05, 2024
BUY
$66.9 - $76.32 $155,743 - $177,672
2,328 Added 6.88%
36,152 $2.75 Million
Q3 2023

Oct 16, 2023
BUY
$70.63 - $75.66 $125,226 - $134,145
1,773 Added 5.53%
33,824 $2.39 Million
Q2 2023

Jul 11, 2023
BUY
$69.18 - $73.94 $27,326 - $29,206
395 Added 1.25%
32,051 $2.33 Million
Q1 2023

Apr 10, 2023
SELL
$70.28 - $78.03 $25,581 - $28,402
-364 Reduced 1.14%
31,656 $2.32 Million
Q4 2022

Jan 05, 2023
BUY
$67.16 - $79.06 $19,812 - $23,322
295 Added 0.93%
32,020 $2.42 Million
Q3 2022

Oct 05, 2022
SELL
$66.43 - $77.87 $11,027 - $12,926
-166 Reduced 0.52%
31,725 $2.11 Million
Q2 2022

Jul 06, 2022
BUY
$70.31 - $80.24 $240,249 - $274,180
3,417 Added 12.0%
31,891 $2.28 Million
Q1 2022

Apr 13, 2022
BUY
$75.14 - $81.94 $146,523 - $159,783
1,950 Added 7.35%
28,474 $2.25 Million
Q4 2021

Jan 10, 2022
SELL
$74.93 - $80.86 $11,464 - $12,371
-153 Reduced 0.57%
26,524 $2.14 Million
Q3 2021

Oct 13, 2021
BUY
$74.23 - $78.13 $37,040 - $38,986
499 Added 1.91%
26,677 $1.98 Million
Q2 2021

Jul 14, 2021
SELL
$73.32 - $77.65 $106,973 - $113,291
-1,459 Reduced 5.28%
26,178 $1.98 Million
Q1 2021

Apr 27, 2021
BUY
$63.23 - $73.67 $22,826 - $26,594
361 Added 1.32%
27,637 $2.02 Million
Q4 2020

Jan 21, 2021
BUY
$54.8 - $65.16 $78,090 - $92,853
1,425 Added 5.51%
27,276 $1.75 Million
Q3 2020

Oct 29, 2020
SELL
$50.37 - $58.54 $27,300 - $31,728
-542 Reduced 2.05%
25,851 $1.43 Million
Q2 2020

Jul 20, 2020
SELL
$43.56 - $56.5 $101,712 - $131,927
-2,335 Reduced 8.13%
26,393 $1.37 Million
Q1 2020

Apr 13, 2020
SELL
$39.5 - $59.28 $97,604 - $146,480
-2,471 Reduced 7.92%
28,728 $1.29 Million
Q4 2019

Jan 21, 2020
BUY
$52.87 - $58.15 $50,437 - $55,475
954 Added 3.15%
31,199 $1.81 Million
Q3 2019

Oct 24, 2019
BUY
$54.39 - $55.76 $134,125 - $137,504
2,466 Added 8.88%
30,245 $1.66 Million
Q2 2019

Jul 17, 2019
SELL
N/A
-861 Reduced 3.01%
27,779 $1.47 Million
Q1 2019

Apr 11, 2019
BUY
N/A
48 Added 0.17%
28,640 $1.5 Million
Q4 2018

Jan 17, 2019
BUY
N/A
3,227 Added 12.72%
28,592 $1.34 Million
Q3 2018

Oct 15, 2018
BUY
N/A
174 Added 0.69%
25,365 $1.34 Million
Q2 2018

Jul 10, 2018
BUY
N/A
348 Added 1.4%
25,191 $1.24 Million
Q1 2018

Apr 16, 2018
BUY
N/A
778 Added 3.23%
24,843 $1.22 Million
Q4 2017

Jan 17, 2018
BUY
N/A
641 Added 2.74%
24,065 $1.23 Million
Q3 2017

Oct 17, 2017
BUY
N/A
23,424
23,424 $1.1 Million

Others Institutions Holding SCHD

# of Institutions
2,034
Shares Held
840M
Call Options Held
4.51M
Put Options Held
2.75M
View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

SCHD Quotes by TradingView
  • Ticker SCHD
  • Sector ETFs
  • Industry ETFs
More about SCHD
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