Cornell Pochily Investment Advisors, Inc. Schwab Strategic Tr Us Dividen Transaction History

Cornell Pochily Investment Advisors, Inc.

  • $252 Million
  • Q1 2024

A detailed history of Cornell Pochily Investment Advisors, Inc. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Cornell Pochily Investment Advisors, Inc. holds 8,891 shares of SCHD stock, worth $685,407. This represents 0.28% of its overall portfolio holdings.

Number of Shares
8,891
Previous 10,716 17.03%
Holding current value
$685,407
Previous $815,000 12.15%
% of portfolio
0.28%
Previous 0.34%

Shares

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

Apr 23, 2024
SELL
$75.25 - $80.63 $137,331 - $147,149
-1,825 Reduced 17.03%
8,891 $716,000
Q4 2023

Jan 18, 2024
SELL
$66.9 - $76.32 $30,305 - $34,572
-453 Reduced 4.06%
10,716 $815,000
Q3 2023

Oct 13, 2023
SELL
$70.63 - $75.66 $34,396 - $36,846
-487 Reduced 4.18%
11,169 $790,000
Q2 2023

Jul 20, 2023
SELL
$69.18 - $73.94 $25,458 - $27,209
-368 Reduced 3.06%
11,656 $846,000
Q1 2023

Apr 17, 2023
BUY
$70.28 - $78.03 $161,784 - $179,625
2,302 Added 23.68%
12,024 $879,000
Q4 2022

Feb 01, 2023
SELL
$73.08 - $79.06 $13,446 - $14,547
-184 Reduced 1.86%
9,722 $734,000
Q3 2022

Oct 12, 2022
BUY
N/A
456 Added 4.83%
9,906 $658,000
Q2 2022

Jul 20, 2022
BUY
N/A
1,789 Added 23.35%
9,450 $677,000
Q1 2022

Apr 29, 2022
BUY
N/A
23 Added 0.3%
7,661 $604,000
Q4 2021

Jan 19, 2022
SELL
N/A
-8 Reduced 0.1%
7,638 $617,000
Q3 2021

Oct 21, 2021
BUY
N/A
1,269 Added 19.9%
7,646 $568,000
Q2 2021

Jul 23, 2021
BUY
N/A
6,377 New
6,377 $482,000

Others Institutions Holding SCHD

# of Institutions
1,644
Shares Held
271M
Call Options Held
1.95M
Put Options Held
715K
View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

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