A detailed history of Cap Partners, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Cap Partners, LLC holds 34,401 shares of SCHD stock, worth $2.85 Million. This represents 2.17% of its overall portfolio holdings.

Number of Shares
34,401
Previous 41,727 17.56%
Holding current value
$2.85 Million
Previous $3.36 Billion 20.49%
% of portfolio
2.17%
Previous 2.97%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 19, 2024

SELL
$75.81 - $80.15 $555,384 - $587,178
-7,326 Reduced 17.56%
34,401 $2.68 Billion
Q1 2024

Apr 18, 2024

SELL
$75.25 - $80.63 $191,661 - $205,364
-2,547 Reduced 5.75%
41,727 $3.36 Billion
Q4 2023

Feb 12, 2024

BUY
$66.9 - $76.32 $2.96 Million - $3.38 Million
44,274 New
44,274 $3.37 Billion

Others Institutions Holding SCHD

About SCHWAB STRATEGIC TR US DIVIDEN


  • Ticker SCHD
  • Sector ETFs
  • Industry ETFs
More about SCHD
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