Clune & Associates, Ltd. Schwab Strategic Tr Us Dividen Transaction History

Clune & Associates, Ltd.

  • $400 Billion
  • Q3 2025

A detailed history of Clune & Associates, Ltd. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Clune & Associates, Ltd. holds 38,869 shares of SCHD stock, worth $1.03 Million. This represents 0.27% of its overall portfolio holdings.

Number of Shares
38,869
Previous 38,455 1.08%
Holding current value
$1.03 Million
Previous $1.02 Billion 4.13%
% of portfolio
0.27%
Previous 0.28%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 17, 2025
BUY
$26.38 - $27.95 $10,921 - $11,571
414 Added 1.08%
38,869 $1.06 Billion
Q2 2025

Jul 30, 2025
BUY
$24.32 - $27.87 $42,219 - $48,382
1,736 Added 4.73%
38,455 $1.02 Billion
Q1 2025

Apr 28, 2025
BUY
$27.01 - $28.54 $101,422 - $107,167
3,755 Added 11.39%
36,719 $1.03 Billion
Q4 2024

Feb 11, 2025
BUY
$26.93 - $84.95 $887,720 - $2.8 Million
32,964 New
32,964 $901 Million

Others Institutions Holding SCHD

# of Institutions
2,023
Shares Held
839M
Call Options Held
4.51M
Put Options Held
2.75M
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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