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

Kozak & Associates, Inc.

  • $410 Million
  • Q1 2025

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 197 shares of SCHD stock, worth $5,259. This represents 0.0% of its overall portfolio holdings.

Number of Shares
197
Previous 383 48.56%
Holding current value
$5,259
Previous $10,000 50.0%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 15, 2025
SELL
$27.01 - $28.54 $5,023 - $5,308
-186 Reduced 48.56%
197 $5,000
Q4 2024

Jan 06, 2025
SELL
$26.93 - $84.95 $7,998 - $25,230
-297 Reduced 43.68%
383 $10,000
Q3 2024

Oct 17, 2024
BUY
$77.02 - $85.06 $44,517 - $49,164
578 Added 566.67%
680 $57,000
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
$66.43 - $77.87 $6,709 - $7,864
101 New
101 $7,000

Others Institutions Holding SCHD

# of Institutions
2,000
Shares Held
888M
Call Options Held
4.89M
Put Options Held
2.23M
View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

SCHD Quotes by TradingView
  • Ticker SCHD
  • Sector ETFs
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More about SCHD
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