A detailed history of City State Bank transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, City State Bank holds 270 shares of SCHD stock, worth $7,416. This represents 0.01% of its overall portfolio holdings.

Number of Shares
270
Previous 208 29.81%
Holding current value
$7,416
Previous $16,000 37.5%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Oct 10, 2024

BUY
$77.02 - $85.06 $4,775 - $5,273
62 Added 29.81%
270 $22,000
Q2 2024

Jul 08, 2024

SELL
$75.81 - $80.15 $4,700 - $4,969
-62 Reduced 22.96%
208 $16,000
Q1 2024

Apr 11, 2024

BUY
$75.25 - $80.63 $5,267 - $5,644
70 Added 35.0%
270 $22,000
Q1 2023

Apr 10, 2023

BUY
$70.28 - $78.03 $5,271 - $5,852
75 Added 60.0%
200 $15,000
Q4 2021

Mar 11, 2022

BUY
$74.93 - $80.86 $9,366 - $10,107
125 New
125 $10,000

Others Institutions Holding SCHD

About SCHWAB STRATEGIC TR US DIVIDEN


  • Ticker SCHD
  • Sector ETFs
  • Industry ETFs
More about SCHD
Track This Portfolio

Track City State Bank Portfolio

Follow City State Bank 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 City State Bank, based on Form 13F filings with the SEC.

News

Stay updated on City State Bank with notifications on news.