A detailed history of Cpr Investments Inc. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Cpr Investments Inc. holds 16,475 shares of SCHD stock, worth $437,740. This represents 0.47% of its overall portfolio holdings.

Number of Shares
16,475
Previous 14,018 17.53%
Holding current value
$437,740
Previous $371,000 21.02%
% of portfolio
0.47%
Previous 0.44%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 14, 2025

BUY
$26.38 - $27.95 $64,815 - $68,673
2,457 Added 17.53%
16,475 $449,000
Q2 2025

Jul 22, 2025

BUY
$24.32 - $27.87 $70,187 - $80,432
2,886 Added 25.93%
14,018 $371,000
Q1 2025

Apr 10, 2025

BUY
$27.01 - $28.54 $300,675 - $317,707
11,132 New
11,132 $307,000
Q3 2024

Oct 16, 2024

BUY
$77.02 - $85.06 $292,136 - $322,632
3,793 New
3,793 $320,000

Others Institutions Holding SCHD

About SCHWAB STRATEGIC TR US DIVIDEN


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