Cfs Investment Advisory Services, LLC Schwab Strategic Tr Us Dividen Transaction History

Cfs Investment Advisory Services, LLC

  • $1.23 Billion
  • Q3 2025

A detailed history of Cfs Investment Advisory Services, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Cfs Investment Advisory Services, LLC holds 13,804 shares of SCHD stock, worth $366,772. This represents 0.03% of its overall portfolio holdings.

Number of Shares
13,804
Holding current value
$366,772
% of portfolio
0.03%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 31, 2025
BUY
$26.38 - $27.95 $364,149 - $385,821
13,804 New
13,804 $376,000
Q2 2023

Jul 21, 2023
BUY
$69.18 - $73.94 $293,184 - $313,357
4,238 New
4,238 $308,000
Q3 2021

Nov 19, 2021
SELL
$74.23 - $78.13 $2.27 Million - $2.39 Million
-30,583 Closed
0 $0
Q2 2021

Jul 21, 2021
BUY
$73.32 - $77.65 $2.24 Million - $2.37 Million
30,583 New
30,583 $2.31 Million

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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