A detailed history of Capital Performance Advisors LLP transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Capital Performance Advisors LLP holds 280 shares of SCHD stock, worth $7,582. This represents 0.01% of its overall portfolio holdings.

Number of Shares
280
Previous 4,252 93.41%
Holding current value
$7,582
Previous $330,000 93.03%
% of portfolio
0.01%
Previous 0.13%

Shares

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

Nov 01, 2024

SELL
$77.02 - $85.06 $305,923 - $337,858
-3,972 Reduced 93.41%
280 $23,000
Q2 2024

Aug 01, 2024

BUY
$75.81 - $80.15 $322,344 - $340,797
4,252 New
4,252 $330,000

Others Institutions Holding SCHD

About SCHWAB STRATEGIC TR US DIVIDEN


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