Capital Performance Advisors LLP Schwab Strategic Tr Us Dividen Transaction History

Capital Performance Advisors LLP

  • $325 Million
  • Q3 2024

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 $8,016. This represents 0.01% of its overall portfolio holdings.

Number of Shares
280
Previous 4,252 93.41%
Holding current value
$8,016
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

# of Institutions
1,751
Shares Held
275M
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 Capital Performance Advisors LLP Portfolio

Follow Capital Performance Advisors LLP 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 Capital Performance Advisors LLP, based on Form 13F filings with the SEC.

News

Stay updated on Capital Performance Advisors LLP with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email