Kozak & Associates, Inc. Schwab Strategic Tr Us Dividen Transaction History

Kozak & Associates, Inc.

  • $397 Million
  • Q2 2024

A detailed history of Kozak & Associates, Inc. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Kozak & Associates, Inc. holds 102 shares of SCHD stock, worth $8,280. This represents 0.0% of its overall portfolio holdings.

Number of Shares
102
Previous 102 -0.0%
Holding current value
$8,280
Previous $8,000 12.5%
% of portfolio
0.0%
Previous 0.0%

Shares

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

May 17, 2024
BUY
$75.25 - $80.63 $75 - $80
1 Added 0.99%
102 $8,000
Q3 2022

Oct 12, 2022
BUY
N/A
101 New
101 $7,000

Others Institutions Holding SCHD

# of Institutions
1,644
Shares Held
274M
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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