Chapin Davis, Inc. Schwab Strategic Tr Us Dividen Transaction History

Chapin Davis, Inc.

  • $307 Billion
  • Q4 2024

A detailed history of Chapin Davis, Inc. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Chapin Davis, Inc. holds 8,397 shares of SCHD stock, worth $231,421. This represents 0.23% of its overall portfolio holdings.

Number of Shares
8,397
Previous 8,397 -0.0%
Holding current value
$231,421
Previous $710 Million -0.0%
% of portfolio
0.23%
Previous 0.23%

Shares

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

Oct 07, 2024
SELL
$77.02 - $85.06 $13,709 - $15,140
-178 Reduced 2.08%
8,397 $710 Million
Q2 2024

Jul 19, 2024
BUY
$75.81 - $80.15 $83,466 - $88,245
1,101 Added 14.73%
8,575 $667 Million
Q1 2024

Apr 17, 2024
BUY
$75.25 - $80.63 $86,612 - $92,805
1,151 Added 18.2%
7,474 $603 Million
Q4 2023

Jan 11, 2024
BUY
$66.9 - $76.32 $212,541 - $242,468
3,177 Added 100.99%
6,323 $481 Million
Q3 2023

Oct 19, 2023
BUY
$70.63 - $75.66 $222,201 - $238,026
3,146 New
3,146 $223 Million

Others Institutions Holding SCHD

# of Institutions
1,861
Shares Held
518M
Call Options Held
1.92M
Put Options Held
1.16M
View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

SCHD Quotes by TradingView
  • Ticker SCHD
  • Sector ETFs
  • Industry ETFs
More about SCHD
Track This Portfolio

Track Chapin Davis, Inc. Portfolio

Follow Chapin Davis, 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 Chapin Davis, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Chapin Davis, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email