A detailed history of Constant Guidance Financial LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Constant Guidance Financial LLC holds 100,341 shares of SCHD stock, worth $2.72 Million. This represents 6.94% of its overall portfolio holdings.

Number of Shares
100,341
Previous 9,272 982.19%
Holding current value
$2.72 Million
Previous $456 Million 1758.74%
% of portfolio
6.94%
Previous 0.47%

Shares

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

Nov 14, 2024

BUY
$77.02 - $85.06 $7.01 Million - $7.75 Million
91,069 Added 982.19%
100,341 $8.48 Billion
Q1 2024

May 01, 2024

BUY
$75.25 - $80.63 $697,718 - $747,601
9,272 New
9,272 $731 Million

Others Institutions Holding SCHD

About SCHWAB STRATEGIC TR US DIVIDEN


  • Ticker SCHD
  • Sector ETFs
  • Industry ETFs
More about SCHD
Track This Portfolio

Track Constant Guidance Financial LLC Portfolio

Follow Constant Guidance Financial 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 Constant Guidance Financial LLC, based on Form 13F filings with the SEC.

News

Stay updated on Constant Guidance Financial LLC with notifications on news.