Clifford Group, LLC Schwab Strategic Tr Us Dividen Transaction History

Clifford Group, LLC

$107 Billion
Q1 2025

A detailed history of Clifford Group, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Clifford Group, LLC holds 7,358 shares of SCHD stock, worth $196,458. This represents 0.19% of its overall portfolio holdings.

Number of Shares

7,358

Previous 757,198 99.03%

Holding current value

$196,458

Previous $20.7 Billion 99.01%

% of portfolio

0.19%

Previous 15.77%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 15, 2025	SELL	$27.01 - $28.54 $20.3 Million - $21.4 Million	-749,840 Reduced 99.03%	7,358 $206 Million
Q4 2024 Feb 12, 2025	BUY	$26.93 - $84.95 $13.9 Million - $43.8 Million	515,477 Added 213.25%	757,198 $20.7 Billion
Q3 2024 Nov 12, 2024	SELL	$77.02 - $85.06 $63,079 - $69,664	-819 Reduced 0.34%	241,721 $20.4 Billion
Q2 2024 Aug 12, 2024	SELL	$75.81 - $80.15 $868,555 - $918,278	-11,457 Reduced 4.51%	242,540 $18.9 Billion
Q1 2024 May 15, 2024	BUY	$75.25 - $80.63 $539,617 - $578,197	7,171 Added 2.91%	253,997 $20.5 Billion
Q4 2023 Feb 14, 2024	BUY	$66.9 - $76.32 $1.13 Million - $1.29 Million	16,844 Added 7.32%	246,826 $18.8 Billion
Q3 2023 Nov 14, 2023	BUY	$70.63 - $75.66 $1.04 Million - $1.12 Million	14,738 Added 6.85%	229,982 $16.3 Billion
Q2 2023 Aug 14, 2023	BUY	$69.18 - $73.94 $947,835 - $1.01 Million	13,701 Added 6.8%	215,244 $15.6 Billion
Q1 2023 May 15, 2023	BUY	$70.28 - $78.03 $11 Million - $12.3 Million	157,045 Added 352.93%	201,543 $14.7 Billion
Q4 2022 Feb 13, 2023	BUY	$67.16 - $79.06 $2.99 Million - $3.52 Million	44,498 New	44,498 $3.36 Billion

Others Institutions Holding SCHD

# of Institutions

2,000

Shares Held

888M

Call Options Held

4.89M

Put Options Held

2.23M

View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

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Clifford Group, LLC Schwab Strategic Tr Us Dividen Transaction History