A detailed history of Cannon Financial Strategists, Inc. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Cannon Financial Strategists, Inc. holds 5,208 shares of SCHD stock, worth $142,126. This represents 0.08% of its overall portfolio holdings.

Number of Shares
5,208
Previous 4,069 27.99%
Holding current value
$142,126
Previous $310 Million 42.11%
% of portfolio
0.08%
Previous 0.07%

Shares

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

Oct 21, 2024

BUY
$77.02 - $85.06 $87,725 - $96,883
1,139 Added 27.99%
5,208 $440 Million
Q2 2024

Sep 10, 2024

BUY
$75.81 - $80.15 $394,818 - $417,421
5,208 New
5,208 $405 Million
Q4 2023

Oct 18, 2024

SELL
$66.9 - $76.32 $76,199 - $86,928
-1,139 Reduced 21.87%
4,069 $310 Million
Q3 2023

Oct 02, 2024

SELL
$70.63 - $75.66 $249,535 - $267,306
-3,533 Closed
0 $0
Q2 2023

Oct 02, 2024

SELL
$69.18 - $73.94 $115,876 - $123,849
-1,675 Reduced 32.16%
3,533 $257 Million

Others Institutions Holding SCHD

About SCHWAB STRATEGIC TR US DIVIDEN


  • Ticker SCHD
  • Sector ETFs
  • Industry ETFs
More about SCHD
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