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

My Personal Cfo, LLC

$206 Million
Q2 2025

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 60,158 shares of SCHD stock, worth $1.64 Million. This represents 0.77% of its overall portfolio holdings.

Number of Shares

60,158

Previous 46,557 29.21%

Holding current value

$1.64 Million

Previous $1.3 Million 22.52%

% of portfolio

0.77%

Previous 0.7%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 21, 2025	BUY	$24.32 - $27.87 $330,776 - $379,059	13,601 Added 29.21%	60,158 $1.59 Million
Q1 2025 Apr 23, 2025	BUY	$27.01 - $28.54 $99,018 - $104,627	3,666 Added 8.55%	46,557 $1.3 Million
Q4 2024 Jan 24, 2025	BUY	$26.93 - $84.95 $904,174 - $2.85 Million	33,575 Added 360.4%	42,891 $1.17 Million
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

2,012

Shares Held

890M

Call Options Held

4.51M

Put Options Held

2.75M

View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

Ticker SCHD
Sector ETFs
Industry ETFs

More about SCHD

Track This Portfolio

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.

Account

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