My Personal Cfo, LLC Schwab Strategic Tr Us Dividen Transaction History

My Personal Cfo, LLC

  • $172 Million
  • Q3 2024

A detailed history of My Personal Cfo, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, My Personal Cfo, LLC holds 9,316 shares of SCHD stock, worth $252,277. This represents 0.46% of its overall portfolio holdings.

Number of Shares
9,316
Previous 9,209 1.16%
Holding current value
$252,277
Previous $716,000 9.92%
% of portfolio
0.46%
Previous 0.41%

Shares

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

Oct 21, 2024
BUY
$77.02 - $85.06 $8,241 - $9,101
107 Added 1.16%
9,316 $787,000
Q2 2024

Jul 25, 2024
BUY
$75.81 - $80.15 $1,137 - $1,202
15 Added 0.16%
9,209 $716,000
Q1 2024

Apr 24, 2024
BUY
$75.25 - $80.63 $16,178 - $17,335
215 Added 2.39%
9,194 $741,000
Q4 2023

Jan 22, 2024
BUY
$66.9 - $76.32 $600,695 - $685,277
8,979 New
8,979 $683,000
Q4 2022

Jan 11, 2023
BUY
$67.16 - $79.06 $175,824 - $206,979
2,618 New
2,618 $0
Q2 2022

Jul 08, 2022
SELL
$70.31 - $80.24 $184,071 - $210,068
-2,618 Closed
0 $0
Q4 2021

Apr 29, 2022
BUY
$74.93 - $80.86 $196,166 - $211,691
2,618 New
2,618 $212,000

Others Institutions Holding SCHD

# of Institutions
1,760
Shares Held
276M
Call Options Held
1.92M
Put Options Held
1.16M
View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

SCHD Quotes by TradingView
  • Ticker SCHD
  • Sector ETFs
  • Industry ETFs
More about SCHD
Track This Portfolio

Track My Personal Cfo, LLC Portfolio

Follow My Personal Cfo, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of My Personal Cfo, LLC, based on Form 13F filings with the SEC.

News

Stay updated on My Personal Cfo, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email