Cws Financial Advisors, LLC Schwab Strategic Tr Us Dividen Transaction History

Cws Financial Advisors, LLC

  • $242 Million
  • Q1 2024

A detailed history of Cws Financial Advisors, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Cws Financial Advisors, LLC holds 20,137 shares of SCHD stock, worth $1.55 Million. This represents 0.67% of its overall portfolio holdings.

Number of Shares
20,137
Previous 18,890 6.6%
Holding current value
$1.55 Million
Previous $1.44 Million 12.87%
% of portfolio
0.67%
Previous 0.55%

Shares

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

May 01, 2024
BUY
$75.25 - $80.63 $93,836 - $100,545
1,247 Added 6.6%
20,137 $1.62 Million
Q4 2023

Feb 08, 2024
BUY
$66.9 - $76.32 $20,337 - $23,201
304 Added 1.64%
18,890 $1.44 Million
Q3 2023

Nov 14, 2023
BUY
$70.63 - $75.66 $349,547 - $374,441
4,949 Added 36.29%
18,586 $1.32 Million
Q2 2023

Aug 14, 2023
BUY
$69.18 - $73.94 $162,918 - $174,128
2,355 Added 20.87%
13,637 $990,000
Q1 2023

May 09, 2023
BUY
$70.28 - $78.03 $792,898 - $880,334
11,282 New
11,282 $825,000
Q2 2022

Aug 08, 2022
BUY
N/A
2,906 New
2,906 $208,000

Others Institutions Holding SCHD

# of Institutions
1,647
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
  • Industry ETFs
More about SCHD
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