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

My Personal Cfo, LLC

$187 Million
Q1 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 46,557 shares of SCHD stock, worth $1.2 Million. This represents 0.7% of its overall portfolio holdings.

Number of Shares

46,557

Previous 42,891 8.55%

Holding current value

$1.2 Million

Previous $1.17 Million 11.1%

% of portfolio

0.7%

Previous 0.64%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

1,967

Shares Held

851M

Call Options Held

4.82M

Put Options Held

2.73M

View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

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