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

Caldwell Sutter Capital, Inc.

  • $215 Billion
  • Q3 2024

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 2,720 shares of SCHD stock, worth $75,643. This represents 0.11% of its overall portfolio holdings.

Number of Shares
2,720
Previous 2,610 4.21%
Holding current value
$75,643
Previous $203 Million 13.27%
% of portfolio
0.11%
Previous 0.1%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,759
Shares Held
276M
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
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More about SCHD
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