Cura Wealth Advisors, LLC Schwab Strategic Tr Us Dividen Transaction History

Cura Wealth Advisors, LLC

  • $250 Billion
  • Q2 2025

A detailed history of Cura Wealth Advisors, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Cura Wealth Advisors, LLC holds 16,531 shares of SCHD stock, worth $439,228. This represents 0.18% of its overall portfolio holdings.

Number of Shares
16,531
Previous 11,941 38.44%
Holding current value
$439,228
Previous $334 Million 31.21%
% of portfolio
0.18%
Previous 0.14%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
BUY
$24.32 - $27.87 $111,628 - $127,923
4,590 Added 38.44%
16,531 $438 Million
Q1 2025

May 15, 2025
BUY
$27.01 - $28.54 $20,635 - $21,804
764 Added 6.84%
11,941 $334 Million
Q4 2024

Feb 14, 2025
BUY
$26.93 - $84.95 $300,996 - $949,486
11,177 New
11,177 $305 Million

Others Institutions Holding SCHD

# of Institutions
2,030
Shares Held
841M
Call Options Held
4.51M
Put Options Held
2.75M
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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