Copley Financial Group, Inc. Schwab Strategic Tr Us Dividen Transaction History

Copley Financial Group, Inc.

  • $135 Billion
  • Q2 2025

A detailed history of Copley Financial Group, Inc. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Copley Financial Group, Inc. holds 10,900 shares of SCHD stock, worth $289,613. This represents 0.21% of its overall portfolio holdings.

Number of Shares
10,900
Previous 12,926 15.67%
Holding current value
$289,613
Previous $361 Million 20.08%
% of portfolio
0.21%
Previous 0.28%

Shares

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

Aug 12, 2025
SELL
$24.32 - $27.87 $49,272 - $56,464
-2,026 Reduced 15.67%
10,900 $289 Million
Q1 2025

Jul 08, 2025
SELL
$27.01 - $28.54 $20,554 - $21,718
-761 Reduced 5.56%
12,926 $361 Million
Q1 2025

Jun 27, 2025
BUY
$27.01 - $28.54 $279,121 - $294,932
10,334 Added 308.2%
13,687 $374 Million
Q3 2024

Dec 09, 2024
BUY
$77.02 - $85.06 $258,248 - $285,206
3,353 New
3,353 $283 Million

Others Institutions Holding SCHD

# of Institutions
2,022
Shares Held
839M
Call Options Held
4.51M
Put Options Held
2.75M
View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

SCHD Quotes by TradingView
  • Ticker SCHD
  • Sector ETFs
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More about SCHD
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