Collaborative Wealth Managment Inc. Schwab Strategic Tr Us Dividen Transaction History

Collaborative Wealth Managment Inc.

  • $207 Million
  • Q1 2025

A detailed history of Collaborative Wealth Managment Inc. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Collaborative Wealth Managment Inc. holds 37,268 shares of SCHD stock, worth $996,546. This represents 0.5% of its overall portfolio holdings.

Number of Shares
37,268
Previous 38,564 3.36%
Holding current value
$996,546
Previous $1.05 Million 1.04%
% of portfolio
0.5%
Previous 0.49%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 08, 2025
SELL
$27.01 - $28.54 $35,004 - $36,987
-1,296 Reduced 3.36%
37,268 $1.04 Million
Q4 2024

Feb 10, 2025
BUY
$26.93 - $84.95 $692,424 - $2.18 Million
25,712 Added 200.06%
38,564 $1.05 Million
Q3 2024

Nov 12, 2024
BUY
$77.02 - $85.06 $539 - $595
7 Added 0.05%
12,852 $1.09 Million
Q1 2024

May 10, 2024
BUY
$75.25 - $80.63 $54,481 - $58,376
724 Added 5.97%
12,845 $1.04 Million
Q4 2023

Feb 07, 2024
BUY
$66.9 - $76.32 $192,605 - $219,725
2,879 Added 31.15%
12,121 $922,000
Q3 2023

Nov 09, 2023
BUY
$70.63 - $75.66 $22,319 - $23,908
316 Added 3.54%
9,242 $653,000
Q2 2023

Aug 07, 2023
BUY
$69.18 - $73.94 $118,297 - $126,437
1,710 Added 23.7%
8,926 $648,000
Q1 2023

May 08, 2023
BUY
$70.28 - $78.03 $507,140 - $563,064
7,216 New
7,216 $527,000
Q3 2022

Nov 14, 2022
BUY
$66.43 - $77.87 $133,524 - $156,518
2,010 Added 42.13%
6,781 $450,000
Q2 2022

Aug 15, 2022
BUY
$70.31 - $80.24 $72,981 - $83,289
1,038 Added 27.81%
4,771 $342,000
Q1 2021

May 12, 2022
BUY
$63.23 - $73.67 $236,037 - $275,010
3,733 New
3,733 $294,000

Others Institutions Holding SCHD

# of Institutions
2,002
Shares Held
899M
Call Options Held
4.42M
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
Track This Portfolio

Track Collaborative Wealth Managment Inc. Portfolio

Follow Collaborative Wealth Managment Inc. 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 Collaborative Wealth Managment Inc., based on Form 13F filings with the SEC.

News

Stay updated on Collaborative Wealth Managment Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email