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

Caldwell Sutter Capital, Inc.

$218 Billion
Q2 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 11,258 shares of SCHD stock, worth $309,369. This represents 0.14% of its overall portfolio holdings.

Number of Shares

11,258

Previous 10,547 6.74%

Holding current value

$309,369

Previous $295 Million 1.16%

% of portfolio

0.14%

Previous 0.14%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

2,013

Shares Held

891M

Call Options Held

4.51M

Put Options Held

2.75M

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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