Curran Financial Partners, LLC Schwab Strategic Tr Us Dividen Transaction History

Curran Financial Partners, LLC

$246 Million
Q2 2024

A detailed history of Curran Financial Partners, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Curran Financial Partners, LLC holds 264,366 shares of SCHD stock, worth $22.4 Million. This represents 8.34% of its overall portfolio holdings.

Number of Shares

264,366

Previous 255,459 3.49%

Holding current value

$22.4 Million

Previous $20.6 Million 0.19%

% of portfolio

8.34%

Previous 8.59%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 22, 2024	BUY	$75.81 - $80.15 $675,239 - $713,896	8,907 Added 3.49%	264,366 $20.6 Million
Q1 2024 May 02, 2024	BUY	$75.25 - $80.63 $379,786 - $406,939	5,047 Added 2.02%	255,459 $20.6 Million
Q4 2023 Jan 31, 2024	BUY	$66.9 - $76.32 $725,329 - $827,461	10,842 Added 4.53%	250,412 $19.1 Million
Q3 2023 Nov 09, 2023	BUY	$70.63 - $75.66 $728,548 - $780,432	10,315 Added 4.5%	239,570 $17 Million
Q2 2023 Jul 11, 2023	BUY	$69.18 - $73.94 $1.17 Million - $1.25 Million	16,919 Added 7.97%	229,255 $16.6 Million
Q1 2023 May 02, 2023	BUY	$70.28 - $78.03 $1.85 Million - $2.05 Million	26,283 Added 14.13%	212,336 $15.5 Million
Q4 2022 Feb 14, 2023	BUY	$67.16 - $79.06 $1.64 Million - $1.93 Million	24,456 Added 15.13%	186,053 $14.1 Million
Q3 2022 Nov 03, 2022	BUY	$66.43 - $77.87 $4.88 Million - $5.72 Million	73,434 Added 83.29%	161,597 $10.7 Million
Q2 2022 Aug 05, 2022	BUY	$70.31 - $80.24 $2.25 Million - $2.57 Million	31,971 Added 56.9%	88,163 $6.32 Million
Q1 2022 Apr 27, 2022	BUY	$75.14 - $81.94 $2.29 Million - $2.49 Million	30,415 Added 117.99%	56,192 $4.43 Million
Q4 2021 Feb 10, 2022	BUY	$74.93 - $80.86 $1.93 Million - $2.08 Million	25,777 New	25,777 $2.08 Million

Others Institutions Holding SCHD

# of Institutions

1,659

Shares Held

274M

Call Options Held

1.52M

Put Options Held

741K

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About SCHWAB STRATEGIC TR US DIVIDEN

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Curran Financial Partners, LLC Schwab Strategic Tr Us Dividen Transaction History