Sunesis Advisors, LLC Schwab Strategic Tr Us Dividen Transaction History

Sunesis Advisors, LLC

  • $165 Million
  • Q3 2024

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 10,136 shares of SCHD stock, worth $274,482. This represents 0.52% of its overall portfolio holdings.

Number of Shares
10,136
Previous 10,133 0.03%
Holding current value
$274,482
Previous $787,000 8.77%
% of portfolio
0.52%
Previous 0.47%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,760
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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