A detailed history of Hoyle Cohen, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Hoyle Cohen, LLC holds 60,081 shares of SCHD stock, worth $1.65 Million. This represents 0.36% of its overall portfolio holdings.

Number of Shares
60,081
Previous 60,369 0.48%
Holding current value
$1.65 Million
Previous $4.87 Million 4.03%
% of portfolio
0.36%
Previous 0.37%

Shares

27 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 19, 2024

SELL
$75.81 - $80.15 $21,833 - $23,083
-288 Reduced 0.48%
60,081 $4.67 Million
Q1 2024

May 15, 2024

BUY
$75.25 - $80.63 $326,961 - $350,337
4,345 Added 7.76%
60,369 $4.87 Million
Q4 2023

Feb 09, 2024

BUY
$66.9 - $76.32 $38,400 - $43,807
574 Added 1.04%
56,024 $4.27 Million
Q3 2023

Nov 02, 2023

BUY
$70.63 - $75.66 $461,284 - $494,135
6,531 Added 13.35%
55,450 $3.92 Million
Q2 2023

Aug 07, 2023

BUY
$69.18 - $73.94 $267,726 - $286,147
3,870 Added 8.59%
48,919 $3.55 Million
Q1 2023

May 05, 2023

BUY
$70.28 - $78.03 $209,785 - $232,919
2,985 Added 7.1%
45,049 $3.3 Million
Q4 2022

Feb 14, 2023

BUY
$67.16 - $79.06 $38,482 - $45,301
573 Added 1.38%
42,064 $3.18 Million
Q3 2022

Nov 02, 2022

BUY
$66.43 - $77.87 $80,845 - $94,767
1,217 Added 3.02%
41,491 $2.76 Million
Q2 2022

Jul 27, 2022

BUY
$70.31 - $80.24 $26,225 - $29,929
373 Added 0.93%
40,274 $2.89 Million
Q1 2022

May 03, 2022

BUY
$75.14 - $81.94 $96,179 - $104,883
1,280 Added 3.31%
39,901 $3.15 Million
Q4 2021

Feb 11, 2022

BUY
$74.93 - $80.86 $370,903 - $400,257
4,950 Added 14.7%
38,621 $3.12 Million
Q3 2021

Nov 10, 2021

BUY
$74.23 - $78.13 $26,203 - $27,579
353 Added 1.06%
33,671 $2.5 Million
Q2 2021

Aug 12, 2021

BUY
$73.32 - $77.65 $80,651 - $85,415
1,100 Added 3.41%
33,318 $0
Q1 2021

May 14, 2021

BUY
$63.23 - $73.67 $440,839 - $513,627
6,972 Added 27.62%
32,218 $2.35 Million
Q4 2020

Feb 12, 2021

BUY
$54.8 - $65.16 $53,758 - $63,921
981 Added 4.04%
25,246 $1.62 Million
Q3 2020

Nov 13, 2020

BUY
$50.37 - $58.54 $45,433 - $52,803
902 Added 3.86%
24,265 $1.34 Million
Q2 2020

Jul 29, 2020

BUY
$43.56 - $56.5 $75,271 - $97,632
1,728 Added 7.99%
23,363 $1.21 Million
Q1 2020

May 08, 2020

SELL
$39.5 - $59.28 $6,873 - $10,314
-174 Reduced 0.8%
21,635 $973,000
Q4 2019

Feb 10, 2020

BUY
$52.87 - $58.15 $36,163 - $39,774
684 Added 3.24%
21,809 $1.26 Million
Q3 2019

Nov 15, 2019

BUY
$54.39 - $55.76 $66,899 - $68,584
1,230 Added 6.18%
21,125 $1.16 Million
Q2 2019

Aug 09, 2019

BUY
N/A
1,158 Added 6.18%
19,895 $1.06 Million
Q1 2019

May 13, 2019

BUY
N/A
777 Added 4.33%
18,737 $980,000
Q4 2018

Feb 14, 2019

BUY
N/A
1,342 Added 8.08%
17,960 $844,000
Q3 2018

Nov 13, 2018

SELL
N/A
-128 Reduced 0.76%
16,618 $881,000
Q2 2018

Aug 06, 2018

SELL
N/A
-71 Reduced 0.42%
16,746 $825,000
Q1 2018

May 15, 2018

BUY
N/A
1,938 Added 13.03%
16,817 $825,000
Q4 2017

Feb 15, 2018

BUY
N/A
14,879
14,879 $761,000

Others Institutions Holding SCHD

About SCHWAB STRATEGIC TR US DIVIDEN


  • Ticker SCHD
  • Sector ETFs
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More about SCHD
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