Commonwealth Financial Services, LLC Schwab Strategic Tr Us Dividen Transaction History

Commonwealth Financial Services, LLC

  • $519 Billion
  • Q2 2025

A detailed history of Commonwealth Financial Services, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Commonwealth Financial Services, LLC holds 22,645 shares of SCHD stock, worth $608,697. This represents 0.12% of its overall portfolio holdings.

Number of Shares
22,645
Previous 9,778 131.59%
Holding current value
$608,697
Previous $273 Million 119.51%
% of portfolio
0.12%
Previous 0.06%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 25, 2025
BUY
$24.32 - $27.87 $312,925 - $358,603
12,867 Added 131.59%
22,645 $600 Million
Q1 2025

May 09, 2025
BUY
$27.01 - $28.54 $4,375 - $4,623
162 Added 1.68%
9,778 $273 Million
Q4 2024

Jan 24, 2025
BUY
$26.93 - $84.95 $189,452 - $597,623
7,035 Added 272.57%
9,616 $263 Million
Q3 2024

Oct 22, 2024
BUY
$77.02 - $85.06 $198,788 - $219,539
2,581 New
2,581 $218 Million
Q3 2023

Nov 13, 2023
BUY
$70.63 - $75.66 $261,684 - $280,320
3,705 New
3,705 $262 Million

Others Institutions Holding SCHD

# of Institutions
2,000
Shares Held
897M
Call Options Held
4.42M
Put Options Held
2.23M
View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

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