Cgc Financial Services, LLC Schwab Strategic Tr Us Dividen Transaction History

Cgc Financial Services, LLC

  • $191 Billion
  • Q1 2024

A detailed history of Cgc Financial Services, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Cgc Financial Services, LLC holds 680,082 shares of SCHD stock, worth $52.9 Million. This represents 28.71% of its overall portfolio holdings.

Number of Shares
680,082
Previous 614,177 10.73%
Holding current value
$52.9 Million
Previous $46.8 Billion 17.28%
% of portfolio
28.71%
Previous 21.43%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 22, 2024
BUY
$75.25 - $80.63 $4.96 Million - $5.31 Million
65,905 Added 10.73%
680,082 $54.8 Billion
Q4 2023

Jan 12, 2024
SELL
$66.9 - $76.32 $4.02 Million - $4.59 Million
-60,097 Reduced 8.91%
614,177 $46.8 Billion
Q3 2023

Oct 24, 2023
SELL
$70.63 - $75.66 $1.13 Million - $1.21 Million
-16,017 Reduced 2.32%
674,274 $47.7 Billion
Q2 2023

Sep 12, 2023
BUY
$69.18 - $73.94 $47.8 Million - $51 Million
690,291 New
690,291 $50.1 Billion

Others Institutions Holding SCHD

# of Institutions
1,639
Shares Held
271M
Call Options Held
1.95M
Put Options Held
715K
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 Cgc Financial Services, LLC Portfolio

Follow Cgc Financial Services, LLC 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 Cgc Financial Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cgc Financial Services, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email