Colorado Capital Management, Inc. Schwab Strategic Tr Us Dividen Transaction History

Colorado Capital Management, Inc.

  • $203 Million
  • Q3 2024

A detailed history of Colorado Capital Management, Inc. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Colorado Capital Management, Inc. holds 11,596 shares of SCHD stock, worth $322,484. This represents 0.48% of its overall portfolio holdings.

Number of Shares
11,596
Previous 11,475 1.05%
Holding current value
$322,484
Previous $892,000 9.87%
% of portfolio
0.48%
Previous 0.5%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 09, 2024
BUY
$77.02 - $85.06 $9,319 - $10,292
121 Added 1.05%
11,596 $980,000
Q1 2024

Apr 15, 2024
BUY
$75.25 - $80.63 $863,493 - $925,229
11,475 New
11,475 $925,000
Q1 2019

Apr 30, 2019
SELL
N/A
-3,652 Closed
0 $0
Q4 2018

Jan 16, 2019
SELL
N/A
-140 Reduced 3.69%
3,652 $171,000
Q3 2018

Oct 22, 2018
BUY
N/A
3,792 New
3,792 $200,000

Others Institutions Holding SCHD

# of Institutions
1,759
Shares Held
276M
Call Options Held
1.92M
Put Options Held
1.16M
View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

SCHD Quotes by TradingView
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More about SCHD
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