Cannon Financial Strategists, Inc. Schwab Strategic Tr Us Dividen Transaction History

Cannon Financial Strategists, Inc.

  • $583 Billion
  • Q4 2024

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 17,115 shares of SCHD stock, worth $475,112. This represents 0.08% of its overall portfolio holdings.

Number of Shares
17,115
Previous 5,208 228.63%
Holding current value
$475,112
Previous $440 Million 6.21%
% of portfolio
0.08%
Previous 0.08%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 31, 2025
BUY
$26.93 - $84.95 $320,655 - $1.01 Million
11,907 Added 228.63%
17,115 $468 Million
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

# of Institutions
1,833
Shares Held
460M
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 Cannon Financial Strategists, Inc. Portfolio

Follow Cannon Financial Strategists, 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 Cannon Financial Strategists, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Cannon Financial Strategists, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email