Crescent Grove Advisors, LLC Schwab Strategic Tr Us Dividen Transaction History

Crescent Grove Advisors, LLC

  • $964 Million
  • Q4 2024

A detailed history of Crescent Grove Advisors, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Crescent Grove Advisors, LLC holds 10,781 shares of SCHD stock, worth $302,407. This represents 0.03% of its overall portfolio holdings.

Number of Shares
10,781
Previous 3,572 201.82%
Holding current value
$302,407
Previous $301,000 2.33%
% of portfolio
0.03%
Previous 0.03%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 21, 2025
BUY
$26.93 - $84.95 $194,138 - $612,404
7,209 Added 201.82%
10,781 $294,000
Q3 2024

Oct 30, 2024
BUY
$77.02 - $85.06 $1,463 - $1,616
19 Added 0.53%
3,572 $301,000
Q1 2024

Apr 29, 2024
SELL
$75.25 - $80.63 $168,484 - $180,530
-2,239 Reduced 38.66%
3,553 $286,000
Q4 2023

Jan 30, 2024
SELL
$66.9 - $76.32 $293,088 - $334,357
-4,381 Reduced 43.06%
5,792 $440,000
Q3 2023

Oct 25, 2023
BUY
$70.63 - $75.66 $283,226 - $303,396
4,010 Added 65.07%
10,173 $719,000
Q2 2023

Jul 13, 2023
SELL
$69.18 - $73.94 $6,848 - $7,320
-99 Reduced 1.58%
6,163 $447,000
Q1 2023

May 03, 2023
SELL
$70.28 - $78.03 $3.85 Million - $4.27 Million
-54,737 Reduced 89.73%
6,262 $458,000
Q4 2022

Jan 12, 2023
BUY
$67.16 - $79.06 $26,326 - $30,991
392 Added 0.65%
60,999 $0
Q4 2021

Jan 24, 2022
BUY
$74.93 - $80.86 $1.16 Million - $1.25 Million
15,466 Added 34.26%
60,607 $4.9 Million
Q3 2021

Oct 26, 2021
BUY
$74.23 - $78.13 $2,820 - $2,968
38 Added 0.08%
45,141 $3.35 Million
Q2 2021

Jul 26, 2021
BUY
$73.32 - $77.65 $1.02 Million - $1.08 Million
13,958 Added 44.82%
45,103 $3.41 Million
Q1 2021

May 07, 2021
BUY
$63.23 - $73.67 $1.97 Million - $2.29 Million
31,145 New
31,145 $2.27 Million

Others Institutions Holding SCHD

# of Institutions
1,940
Shares Held
824M
Call Options Held
4.82M
Put Options Held
2.73M
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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