Clientfirst Wealth Management, LLC Schwab Strategic Tr Us Dividen Transaction History

Clientfirst Wealth Management, LLC

  • $98.1 Million
  • Q4 2024

A detailed history of Clientfirst Wealth Management, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Clientfirst Wealth Management, LLC holds 8,700 shares of SCHD stock, worth $241,338. This represents 0.24% of its overall portfolio holdings.

Number of Shares
8,700
Previous 2,900 200.0%
Holding current value
$241,338
Previous $205,000 15.61%
% of portfolio
0.24%
Previous 0.25%

Shares

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

Jan 28, 2025
BUY
$26.93 - $84.95 $156,194 - $492,710
5,800 Added 200.0%
8,700 $237,000
Q1 2023

Apr 20, 2023
SELL
$70.28 - $78.03 $87,850 - $97,537
-1,250 Reduced 30.12%
2,900 $212,000
Q4 2022

Feb 14, 2023
SELL
$67.16 - $79.06 $26,864 - $31,624
-400 Reduced 8.79%
4,150 $313,000
Q3 2022

Nov 14, 2022
BUY
$66.43 - $77.87 $302,256 - $354,308
4,550 New
4,550 $349,000
Q2 2022

Aug 15, 2022
SELL
$70.31 - $80.24 $189,837 - $216,648
-2,700 Closed
0 $0
Q4 2021

Apr 01, 2022
BUY
$74.93 - $80.86 $202,311 - $218,322
2,700 New
2,700 $214,000

Others Institutions Holding SCHD

# of Institutions
1,945
Shares Held
825M
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
Track This Portfolio

Track Clientfirst Wealth Management, LLC Portfolio

Follow Clientfirst Wealth Management, 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 Clientfirst Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Clientfirst Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email