Sunesis Advisors, LLC Schwab Strategic Tr Us Dividen Transaction History

Sunesis Advisors, LLC

  • $177 Million
  • Q1 2025

A detailed history of Sunesis Advisors, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Sunesis Advisors, LLC holds 30,414 shares of SCHD stock, worth $780,727. This represents 0.48% of its overall portfolio holdings.

Number of Shares
30,414
Previous 30,410 0.01%
Holding current value
$780,727
Previous $830,000 2.41%
% of portfolio
0.48%
Previous 0.51%

Shares

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

Apr 22, 2025
BUY
$27.01 - $28.54 $108 - $114
4 Added 0.01%
30,414 $850,000
Q4 2024

Jan 24, 2025
BUY
$26.93 - $84.95 $545,978 - $1.72 Million
20,274 Added 200.02%
30,410 $830,000
Q3 2024

Oct 29, 2024
BUY
$77.02 - $85.06 $231 - $255
3 Added 0.03%
10,136 $856,000
Q1 2024

Apr 29, 2024
BUY
$75.25 - $80.63 $762,508 - $817,023
10,133 New
10,133 $817,000

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

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