A detailed history of Consolidated Portfolio Review Corp transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Consolidated Portfolio Review Corp holds 32,808 shares of SCHD stock, worth $2.66 Million. This represents 0.69% of its overall portfolio holdings.

Number of Shares
32,808
Previous 31,825 3.09%
Holding current value
$2.66 Million
Previous $2.42 Billion 9.18%
% of portfolio
0.69%
Previous 0.55%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 30, 2024

BUY
$75.25 - $80.63 $73,970 - $79,259
983 Added 3.09%
32,808 $2.65 Billion
Q4 2023

Jan 29, 2024

SELL
$66.9 - $76.32 $268,737 - $306,577
-4,017 Reduced 11.21%
31,825 $2.42 Billion
Q3 2023

Nov 13, 2023

BUY
$70.63 - $75.66 $25,426 - $27,237
360 Added 1.01%
35,842 $2.54 Billion
Q2 2023

Aug 14, 2023

BUY
$69.18 - $73.94 $192,043 - $205,257
2,776 Added 8.49%
35,482 $2.58 Billion
Q1 2023

May 11, 2023

BUY
$70.28 - $78.03 $2.3 Million - $2.55 Million
32,706 New
32,706 $2.39 Billion

Others Institutions Holding SCHD

About SCHWAB STRATEGIC TR US DIVIDEN


  • Ticker SCHD
  • Sector ETFs
  • Industry ETFs
More about SCHD
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