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 13,687 shares of SCHD stock, worth $366,127. This represents 0.29% of its overall portfolio holdings.

Number of Shares
13,687
Previous 3,353 308.2%
Holding current value
$366,127
Previous $283 Million 31.93%
% of portfolio
0.29%
Previous 0.26%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About SCHWAB STRATEGIC TR US DIVIDEN


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