Caldwell Sutter Capital, Inc. Schwab Strategic Tr Us Dividen Transaction History

Caldwell Sutter Capital, Inc.

$234 Billion
Q3 2025

A detailed history of Caldwell Sutter Capital, Inc. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Caldwell Sutter Capital, Inc. holds 10,916 shares of SCHD stock, worth $297,351. This represents 0.13% of its overall portfolio holdings.

Number of Shares

10,916

Previous 11,258 3.04%

Holding current value

$297,351

Previous $298 Million 0.11%

% of portfolio

0.13%

Previous 0.14%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 29, 2025	SELL	$26.38 - $27.95 $9,021 - $9,558	-342 Reduced 3.04%	10,916 $298 Million
Q2 2025 Jul 11, 2025	BUY	$24.32 - $27.87 $17,291 - $19,815	711 Added 6.74%	11,258 $298 Million
Q1 2025 Apr 16, 2025	BUY	$27.01 - $28.54 $32,033 - $33,848	1,186 Added 12.67%	10,547 $295 Million
Q4 2024 Jan 17, 2025	BUY	$26.93 - $84.95 $178,842 - $564,152	6,641 Added 244.15%	9,361 $256 Million
Q3 2024 Oct 25, 2024	BUY	$77.02 - $85.06 $8,472 - $9,356	110 Added 4.21%	2,720 $230 Million
Q2 2024 Jul 22, 2024	BUY	$75.81 - $80.15 $79,600 - $84,157	1,050 Added 67.31%	2,610 $203 Million
Q1 2024 Apr 19, 2024	BUY	$75.25 - $80.63 $76,755 - $82,242	1,020 Added 188.89%	1,560 $126 Million
Q4 2023 Jan 19, 2024	BUY	$66.9 - $76.32 $36,126 - $41,212	540 New	540 $41.1 Million

Others Institutions Holding SCHD

# of Institutions

2,057

Shares Held

872M

Call Options Held

4.95M

Put Options Held

2.61M

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About SCHWAB STRATEGIC TR US DIVIDEN

Ticker SCHD
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Caldwell Sutter Capital, Inc. Schwab Strategic Tr Us Dividen Transaction History