Cassady Schiller Wealth Management, LLC Schwab Strategic Tr Us Dividen Transaction History

Cassady Schiller Wealth Management, LLC

  • $268 Million
  • Q4 2024

A detailed history of Cassady Schiller Wealth Management, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Cassady Schiller Wealth Management, LLC holds 1,350 shares of SCHD stock, worth $35,869. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,350
Previous 450 200.0%
Holding current value
$35,869
Previous $38,000 5.26%
% of portfolio
0.01%
Previous 0.01%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 10, 2025
BUY
$26.93 - $84.95 $24,237 - $76,455
900 Added 200.0%
1,350 $36,000
Q3 2024

Nov 06, 2024
BUY
$77.02 - $85.06 $34,659 - $38,277
450 New
450 $38,000

Others Institutions Holding SCHD

# of Institutions
2,034
Shares Held
840M
Call Options Held
4.51M
Put Options Held
2.75M
View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

SCHD Quotes by TradingView
  • Ticker SCHD
  • Sector ETFs
  • Industry ETFs
More about SCHD
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