Cm Wealth Advisors LLC Schwab Strategic Tr Us Dividen Transaction History

Cm Wealth Advisors LLC

  • $210 Million
  • Q2 2024

A detailed history of Cm Wealth Advisors LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Cm Wealth Advisors LLC holds 4,961 shares of SCHD stock, worth $419,948. This represents 0.18% of its overall portfolio holdings.

Number of Shares
4,961
Previous 5,767 13.98%
Holding current value
$419,948
Previous $464,000 17.03%
% of portfolio
0.18%
Previous 0.13%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 14, 2024
SELL
$75.81 - $80.15 $61,102 - $64,600
-806 Reduced 13.98%
4,961 $385,000
Q1 2024

May 13, 2024
BUY
$75.25 - $80.63 $38,076 - $40,798
506 Added 9.62%
5,767 $464,000
Q3 2023

Nov 16, 2023
BUY
$70.63 - $75.66 $371,584 - $398,047
5,261 New
5,261 $372,000
Q1 2023

May 01, 2023
BUY
$70.28 - $78.03 $405,304 - $449,999
5,767 New
5,767 $410,000

Others Institutions Holding SCHD

# of Institutions
1,659
Shares Held
274M
Call Options Held
1.52M
Put Options Held
741K
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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