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Capital Investment Advisory Services, LLC: SCHD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Capital Investment Advisory Services, LLC on SCHD, newest first. How the timeline and the estimate are built.

Capital Investment Advisory Services, LLC held 160,835 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 160,835 shares
    Change vs previous 13F +14,339 shares

    0.31% of the 13F portfolio, value $5,100,085.

    13F-HR 0001398344-26-012544 filed by Capital Investment Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 146,496 shares
    Change vs previous 13F +7,993 shares

    0.33% of the 13F portfolio, value $4,494,496.

    13F-HR 0001398344-26-008261 filed by Capital Investment Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 138,503 shares
    Change vs previous 13F +24,551 shares

    0.27% of the 13F portfolio, value $3,799,139.

    13F-HR 0001398344-26-000986 filed by Capital Investment Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 113,952 shares
    Change vs previous 13F +2,306 shares

    0.25% of the 13F portfolio, value $3,110,895.

    13F-HR 0001398344-25-020350 filed by Capital Investment Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 111,646 shares
    Change vs previous 13F -4,755 shares

    0.24% of the 13F portfolio, value $2,958,610.

    13F-HR 0001398344-25-014775 filed by Capital Investment Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 116,401 shares
    Change vs previous 13F -1,390 shares

    0.29% of the 13F portfolio, value $3,254,566.

    13F-HR 0001398344-25-007997 filed by Capital Investment Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 117,791 shares
    Change vs previous 13F +77,137 shares

    0.31% of the 13F portfolio, value $3,218,046.

    13F-HR 0001398344-25-000974 filed by Capital Investment Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 40,654 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $3,436,454.

    13F-HR 0001398344-24-019637 filed by Capital Investment Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).