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

Clune & Associates, Ltd.

  • $326 Billion
  • Q1 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 36,719 shares of SCHD stock, worth $960,936. This represents 0.32% of its overall portfolio holdings.

Number of Shares
36,719
Previous 32,964 11.39%
Holding current value
$960,936
Previous $901 Million 14.0%
% of portfolio
0.32%
Previous 0.3%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
2,000
Shares Held
888M
Call Options Held
4.89M
Put Options Held
2.23M
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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