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 35,408 shares of SCHD stock, worth $972,657. This represents 2.24% of its overall portfolio holdings.

Number of Shares
35,408
Previous 34,401 2.93%
Holding current value
$972,657
Previous $2.68 Billion 11.89%
% of portfolio
2.24%
Previous 2.17%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 07, 2024

BUY
$77.02 - $85.06 $77,559 - $85,655
1,007 Added 2.93%
35,408 $2.99 Billion
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
Track This Portfolio

Track Cap Partners, LLC Portfolio

Follow Cap Partners, LLC 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 Cap Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cap Partners, LLC with notifications on news.