Cra Financial Services, LLC Schwab Strategic Tr Us Dividen Transaction History

Cra Financial Services, LLC

  • $442 Million
  • Q1 2024

A detailed history of Cra Financial Services, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Cra Financial Services, LLC holds 323,623 shares of SCHD stock, worth $25.2 Million. This represents 5.9% of its overall portfolio holdings.

Number of Shares
323,623
Previous 300,496 7.7%
Holding current value
$25.2 Million
Previous $22.9 Million 14.06%
% of portfolio
5.9%
Previous 5.81%

Shares

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

Apr 17, 2024
BUY
$75.25 - $80.63 $1.74 Million - $1.86 Million
23,127 Added 7.7%
323,623 $26.1 Million
Q4 2023

Jan 31, 2024
SELL
$66.9 - $76.32 $440,670 - $502,719
-6,587 Reduced 2.15%
300,496 $22.9 Million
Q3 2023

Oct 13, 2023
BUY
$70.63 - $75.66 $576,411 - $617,461
8,161 Added 2.73%
307,083 $21.7 Million
Q2 2023

Jul 11, 2023
BUY
$69.18 - $73.94 $1.05 Million - $1.12 Million
15,178 Added 5.35%
298,922 $21.7 Million
Q1 2023

Apr 06, 2023
BUY
$70.28 - $78.03 $1.62 Million - $1.8 Million
23,005 Added 8.82%
283,744 $20.8 Million
Q4 2022

Jan 24, 2023
BUY
$73.08 - $79.06 $2.38 Million - $2.58 Million
32,627 Added 14.3%
260,739 $0
Q3 2022

Oct 21, 2022
BUY
N/A
11,456 Added 5.29%
228,112 $15.2 Million
Q2 2022

Jul 21, 2022
BUY
N/A
13,053 Added 6.41%
216,656 $15.5 Million
Q1 2022

Apr 15, 2022
BUY
N/A
16,444 Added 8.79%
203,603 $16.1 Million
Q4 2021

Jan 20, 2022
BUY
N/A
20,501 Added 12.3%
187,159 $15.1 Million
Q3 2021

Oct 12, 2021
BUY
N/A
13,937 Added 9.13%
166,658 $12.4 Million
Q2 2021

Jul 23, 2021
BUY
N/A
16,475 Added 12.09%
152,721 $11.5 Million
Q1 2021

Apr 16, 2021
BUY
N/A
14,614 Added 12.01%
136,246 $9.94 Million
Q4 2020

Jan 27, 2021
BUY
N/A
15,240 Added 14.32%
121,632 $7.8 Million
Q3 2020

Oct 14, 2020
BUY
N/A
5,132 Added 5.07%
106,392 $5.88 Million
Q2 2020

Jul 22, 2020
BUY
N/A
6,646 Added 7.02%
101,260 $5.24 Million
Q1 2020

Apr 14, 2020
BUY
N/A
4,875 Added 5.43%
94,614 $4.26 Million
Q4 2019

Jan 28, 2020
BUY
N/A
2,520 Added 2.89%
89,739 $5.2 Million
Q3 2019

Nov 07, 2019
BUY
N/A
3,713 Added 4.45%
87,219 $4.78 Million
Q2 2019

Jul 24, 2019
BUY
N/A
4,175 Added 5.26%
83,506 $4.43 Million
Q1 2019

Apr 15, 2019
SELL
N/A
-725 Reduced 0.91%
79,331 $4.15 Million
Q4 2018

Feb 08, 2019
BUY
N/A
80,056 New
80,056 $3.76 Million

Others Institutions Holding SCHD

# of Institutions
1,639
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
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More about SCHD
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