A detailed history of Brown, Lisle/Cummings, Inc. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Brown, Lisle/Cummings, Inc. holds 2,545 shares of SCHD stock, worth $74,924. This represents 0.07% of its overall portfolio holdings.

Number of Shares
2,545
Previous 2,170 17.28%
Holding current value
$74,924
Previous $169 Million 27.49%
% of portfolio
0.07%
Previous 0.05%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 18, 2024

BUY
$77.02 - $85.06 $28,882 - $31,897
375 Added 17.28%
2,545 $215 Million
Q2 2024

Jul 17, 2024

BUY
$75.81 - $80.15 $162,991 - $172,322
2,150 Added 10750.0%
2,170 $169 Million
Q3 2022

Jun 28, 2024

BUY
$66.43 - $77.87 $1,328 - $1,557
20 New
20 $1.33 Million

Others Institutions Holding SCHD

About SCHWAB STRATEGIC TR US DIVIDEN


  • Ticker SCHD
  • Sector ETFs
  • Industry ETFs
More about SCHD
Track This Portfolio

Track Brown, Lisle/Cummings, Inc. Portfolio

Follow Brown, Lisle/Cummings, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Brown, Lisle/Cummings, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Brown, Lisle/Cummings, Inc. with notifications on news.