Clear Investment Research, LLC Schwab Strategic Tr Us Dividen Transaction History

Clear Investment Research, LLC

  • $75.4 Million
  • Q4 2024

A detailed history of Clear Investment Research, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Clear Investment Research, LLC holds 5,188 shares of SCHD stock, worth $145,523. This represents 0.19% of its overall portfolio holdings.

Number of Shares
5,188
Previous 1,723 201.1%
Holding current value
$145,523
Previous $145,000 2.76%
% of portfolio
0.19%
Previous 0.19%

Shares

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

Feb 11, 2025
BUY
$26.93 - $84.95 $93,312 - $294,351
3,465 Added 201.1%
5,188 $141,000
Q2 2024

Aug 08, 2024
BUY
$75.81 - $80.15 $4,017 - $4,247
53 Added 3.17%
1,723 $133,000
Q1 2024

May 02, 2024
BUY
$75.25 - $80.63 $150 - $161
2 Added 0.12%
1,670 $134,000
Q4 2023

Feb 12, 2024
SELL
$66.9 - $76.32 $5,485 - $6,258
-82 Reduced 4.69%
1,668 $126,000
Q3 2023

Nov 07, 2023
BUY
$70.63 - $75.66 $4,237 - $4,539
60 Added 3.55%
1,750 $123,000
Q2 2023

Aug 09, 2023
SELL
$69.18 - $73.94 $899 - $961
-13 Reduced 0.76%
1,690 $122,000
Q1 2023

May 09, 2023
BUY
$70.28 - $78.03 $6,606 - $7,334
94 Added 5.84%
1,703 $124,000
Q4 2022

Feb 10, 2023
SELL
$67.16 - $79.06 $2,417 - $2,846
-36 Reduced 2.19%
1,609 $122,000
Q2 2022

Aug 05, 2022
SELL
$70.31 - $80.24 $3,656 - $4,172
-52 Reduced 3.06%
1,645 $118,000
Q1 2022

May 02, 2022
BUY
$75.14 - $81.94 $22,091 - $24,090
294 Added 20.96%
1,697 $134,000
Q4 2021

Jan 24, 2022
BUY
$74.93 - $80.86 $15,135 - $16,333
202 Added 16.82%
1,403 $113,000
Q2 2021

Jul 29, 2021
BUY
$73.32 - $77.65 $48,024 - $50,860
655 Added 119.96%
1,201 $91,000
Q1 2021

May 05, 2021
BUY
$63.23 - $73.67 $34,523 - $40,223
546 New
546 $40,000
Q2 2020

Jul 27, 2020
SELL
$43.56 - $56.5 $130 - $169
-3 Closed
0 $0
Q1 2020

May 05, 2020
BUY
$39.5 - $59.28 $118 - $177
3 New
3 $0

Others Institutions Holding SCHD

# of Institutions
1,940
Shares Held
824M
Call Options Held
4.82M
Put Options Held
2.73M
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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