Clear Point Advisors Inc. Schwab Strategic Tr Us Dividen Transaction History

Clear Point Advisors Inc.

  • $117 Billion
  • Q4 2024

A detailed history of Clear Point Advisors Inc. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Clear Point Advisors Inc. holds 29,604 shares of SCHD stock, worth $823,879. This represents 0.69% of its overall portfolio holdings.

Number of Shares
29,604
Previous 9,822 201.41%
Holding current value
$823,879
Previous $830 Million 2.59%
% of portfolio
0.69%
Previous 0.64%

Shares

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

Jan 31, 2025
BUY
$26.93 - $84.95 $532,729 - $1.68 Million
19,782 Added 201.41%
29,604 $809 Million
Q3 2024

Nov 08, 2024
BUY
$77.02 - $85.06 $7,933 - $8,761
103 Added 1.06%
9,822 $830 Million
Q1 2024

May 15, 2024
BUY
$75.25 - $80.63 $7,449 - $7,982
99 Added 1.03%
9,719 $784 Million
Q4 2023

May 15, 2024
BUY
$66.9 - $76.32 $643,578 - $734,198
9,620 New
9,620 $732 Million

Others Institutions Holding SCHD

# of Institutions
1,833
Shares Held
460M
Call Options Held
1.92M
Put Options Held
1.16M
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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