Clifford Group, LLC Schwab Strategic Tr Us Dividen Transaction History

Clifford Group, LLC

$129 Billion
Q3 2024

A detailed history of Clifford Group, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Clifford Group, LLC holds 241,721 shares of SCHD stock, worth $6.55 Million. This represents 15.89% of its overall portfolio holdings.

Number of Shares

241,721

Previous 242,540 0.34%

Holding current value

$6.55 Million

Previous $18.9 Billion 8.34%

% of portfolio

15.89%

Previous 15.23%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	SELL	$77.02 - $85.06 $63,079 - $69,664	-819 Reduced 0.34%	241,721 $20.4 Billion
Q2 2024 Aug 12, 2024	SELL	$75.81 - $80.15 $868,555 - $918,278	-11,457 Reduced 4.51%	242,540 $18.9 Billion
Q1 2024 May 15, 2024	BUY	$75.25 - $80.63 $539,617 - $578,197	7,171 Added 2.91%	253,997 $20.5 Billion
Q4 2023 Feb 14, 2024	BUY	$66.9 - $76.32 $1.13 Million - $1.29 Million	16,844 Added 7.32%	246,826 $18.8 Billion
Q3 2023 Nov 14, 2023	BUY	$70.63 - $75.66 $1.04 Million - $1.12 Million	14,738 Added 6.85%	229,982 $16.3 Billion
Q2 2023 Aug 14, 2023	BUY	$69.18 - $73.94 $947,835 - $1.01 Million	13,701 Added 6.8%	215,244 $15.6 Billion
Q1 2023 May 15, 2023	BUY	$70.28 - $78.03 $11 Million - $12.3 Million	157,045 Added 352.93%	201,543 $14.7 Billion
Q4 2022 Feb 13, 2023	BUY	$67.16 - $79.06 $2.99 Million - $3.52 Million	44,498 New	44,498 $3.36 Billion

Others Institutions Holding SCHD

# of Institutions

1,760

Shares Held

276M

Call Options Held

1.92M

Put Options Held

1.16M

View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

Ticker SCHD
Sector ETFs
Industry ETFs

More about SCHD

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Clifford Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Clifford Group, LLC with notifications on news.

Account

Clifford Group, LLC Schwab Strategic Tr Us Dividen Transaction History