Cm Wealth Advisors LLC Schwab Strategic Tr Us Dividen Transaction History

Cm Wealth Advisors LLC

  • $299 Million
  • Q4 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 14,883 shares of SCHD stock, worth $423,570. This represents 0.14% of its overall portfolio holdings.

Number of Shares
14,883
Previous 4,961 200.0%
Holding current value
$423,570
Previous $419,000 3.1%
% of portfolio
0.14%
Previous 0.14%

Shares

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

Feb 13, 2025
BUY
$26.93 - $84.95 $267,199 - $842,873
9,922 Added 200.0%
14,883 $406,000
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
1,945
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 Cm Wealth Advisors LLC Portfolio

Follow Cm Wealth Advisors 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 Cm Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cm Wealth Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email