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 $1.04 Million. This represents 2.24% of its overall portfolio holdings.

Number of Shares
35,408
Previous 34,401 2.93%
Holding current value
$1.04 Million
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
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