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

Cornell Pochily Investment Advisors, Inc.

$286 Million
Q3 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 8,069 shares of SCHD stock, worth $231,015. This represents 0.24% of its overall portfolio holdings.

Number of Shares

8,069

Previous 7,976 1.17%

Holding current value

$231,015

Previous $620,000 10.0%

% of portfolio

0.24%

Previous 0.24%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 15, 2024	BUY	$77.02 - $85.06 $7,162 - $7,910	93 Added 1.17%	8,069 $682,000
Q2 2024 Jul 17, 2024	SELL	$75.81 - $80.15 $69,366 - $73,337	-915 Reduced 10.29%	7,976 $620,000
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	$67.16 - $79.06 $12,357 - $14,547	-184 Reduced 1.86%	9,722 $734,000
Q3 2022 Oct 12, 2022	BUY	$66.43 - $77.87 $30,292 - $35,508	456 Added 4.83%	9,906 $658,000
Q2 2022 Jul 20, 2022	BUY	$70.31 - $80.24 $125,784 - $143,549	1,789 Added 23.35%	9,450 $677,000
Q1 2022 Apr 29, 2022	BUY	$75.14 - $81.94 $1,728 - $1,884	23 Added 0.3%	7,661 $604,000
Q4 2021 Jan 19, 2022	SELL	$74.93 - $80.86 $599 - $646	-8 Reduced 0.1%	7,638 $617,000
Q3 2021 Oct 21, 2021	BUY	$74.23 - $78.13 $94,197 - $99,146	1,269 Added 19.9%	7,646 $568,000
Q2 2021 Jul 23, 2021	BUY	$73.32 - $77.65 $467,561 - $495,174	6,377 New	6,377 $482,000

Others Institutions Holding SCHD

# of Institutions

1,751

Shares Held

275M

Call Options Held

1.92M

Put Options Held

1.16M

View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

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