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Disclosery

Capital Investment Advisory Services, LLC: SCHW position timeline

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

Capital Investment Advisory Services, LLC held 29,597 SCHW 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 29,597 shares
    Change vs previous 13F +826 shares

    0.17% of the 13F portfolio, value $2,730,909.

    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 28,771 shares
    Change vs previous 13F -954 shares

    0.2% of the 13F portfolio, value $2,703,917.

    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 29,725 shares
    Change vs previous 13F -418 shares

    0.21% of the 13F portfolio, value $2,969,845.

    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 30,143 shares
    Change vs previous 13F -466 shares

    0.23% of the 13F portfolio, value $2,877,750.

    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 30,609 shares
    Change vs previous 13F -143 shares

    0.23% of the 13F portfolio, value $2,792,744.

    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 30,752 shares
    Change vs previous 13F -578 shares

    0.22% of the 13F portfolio, value $2,407,269.

    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 31,330 shares
    Change vs previous 13F -557 shares

    0.22% of the 13F portfolio, value $2,318,735.

    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 31,887 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $2,066,582.

    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).