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

Personal Cfo Solutions, LLC

  • $704 Million
  • Q3 2024

A detailed history of Personal Cfo Solutions, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Personal Cfo Solutions, LLC holds 65,790 shares of SCHD stock, worth $1.78 Million. This represents 0.79% of its overall portfolio holdings.

Number of Shares
65,790
Previous 63,487 3.63%
Holding current value
$1.78 Million
Previous $4.94 Million 12.66%
% of portfolio
0.79%
Previous 0.78%

Shares

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

Nov 14, 2024
BUY
$77.02 - $85.06 $177,377 - $195,893
2,303 Added 3.63%
65,790 $5.56 Million
Q2 2024

Aug 09, 2024
BUY
$75.81 - $80.15 $357,368 - $377,827
4,714 Added 8.02%
63,487 $4.94 Million
Q1 2024

May 13, 2024
BUY
$75.25 - $80.63 $4.1 Million - $4.39 Million
54,499 Added 1275.13%
58,773 $4.74 Million
Q4 2023

Feb 13, 2024
BUY
$66.9 - $76.32 $70,980 - $80,975
1,061 Added 33.02%
4,274 $325,000
Q3 2023

Nov 13, 2023
BUY
$70.63 - $75.66 $226,934 - $243,095
3,213 New
3,213 $227,000

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
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