Csm Advisors, LLC Schwab Strategic Tr Us Dividen Transaction History

Csm Advisors, LLC

$1.53 Billion
Q3 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Aug 14, 2024	SELL	$75.81 - $80.15 $75,810 - $80,150	-1,000 Reduced 9.63%	9,382 $730,000
Q1 2024 May 15, 2024	SELL	$75.25 - $80.63 $135,450 - $145,134	-1,800 Reduced 14.78%	10,382 $837,000
Q4 2023 Feb 14, 2024	SELL	$66.9 - $76.32 $93,660 - $106,847	-1,400 Reduced 10.31%	12,182 $927,000
Q3 2023 Nov 13, 2023	SELL	$70.63 - $75.66 $77,693 - $83,226	-1,100 Reduced 7.49%	13,582 $961,000
Q2 2023 Aug 14, 2023	SELL	$69.18 - $73.94 $6,918 - $7,394	-100 Reduced 0.68%	14,682 $1.07 Million
Q3 2022 Nov 14, 2022	SELL	$66.43 - $77.87 $172,718 - $202,462	-2,600 Reduced 14.96%	14,782 $982,000
Q3 2021 Nov 15, 2021	SELL	$74.23 - $78.13 $111,345 - $117,195	-1,500 Reduced 7.94%	17,382 $1.29 Million
Q2 2021 Aug 16, 2021	BUY	$73.32 - $77.65 $1.38 Million - $1.47 Million	18,882 New	18,882 $1.43 Million

Others Institutions Holding SCHD

# of Institutions

1,760

Shares Held

276M

Call Options Held

1.92M

Put Options Held

1.16M

About SCHWAB STRATEGIC TR US DIVIDEN

Ticker SCHD
Sector ETFs
Industry ETFs

More about SCHD

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Csm Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Csm Advisors, LLC with notifications on news.