A detailed history of Cynosure Management, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Cynosure Management, LLC holds 33,201 shares of SCHD stock, worth $953,200. This represents 0.41% of its overall portfolio holdings.

Number of Shares
33,201
Previous 43,024 22.83%
Holding current value
$953,200
Previous $3.35 Million 16.11%
% of portfolio
0.41%
Previous 0.54%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024

SELL
$77.02 - $85.06 $756,567 - $835,544
-9,823 Reduced 22.83%
33,201 $2.81 Million
Q2 2024

Aug 13, 2024

SELL
$75.81 - $80.15 $181,110 - $191,478
-2,389 Reduced 5.26%
43,024 $3.35 Million
Q1 2024

May 10, 2024

SELL
$75.25 - $80.63 $200,992 - $215,362
-2,671 Reduced 5.55%
45,413 $3.66 Million
Q4 2023

Feb 14, 2024

BUY
$66.9 - $76.32 $398,255 - $454,332
5,953 Added 14.13%
48,084 $3.66 Million
Q2 2023

Aug 14, 2023

BUY
$69.18 - $73.94 $2.91 Million - $3.12 Million
42,131 New
42,131 $3.06 Million

Others Institutions Holding SCHD

About SCHWAB STRATEGIC TR US DIVIDEN


  • Ticker SCHD
  • Sector ETFs
  • Industry ETFs
More about SCHD
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