Towneley Capital Management, Inc / De Schwab Strategic Tr Us Dividen Transaction History

Towneley Capital Management, Inc / De

  • $436 Billion
  • Q2 2025

A detailed history of Towneley Capital Management, Inc / De transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Towneley Capital Management, Inc / De holds 676,651 shares of SCHD stock, worth $18.2 Million. This represents 4.11% of its overall portfolio holdings.

Number of Shares
676,651
Previous 732,531 7.63%
Holding current value
$18.2 Million
Previous $20.5 Billion 12.45%
% of portfolio
4.11%
Previous 4.79%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 30, 2025
SELL
$24.32 - $27.87 $1.36 Million - $1.56 Million
-55,880 Reduced 7.63%
676,651 $17.9 Billion
Q1 2025

Apr 11, 2025
BUY
$27.01 - $28.54 $554,866 - $586,297
20,543 Added 2.89%
732,531 $20.5 Billion
Q4 2024

Jan 29, 2025
BUY
$26.93 - $84.95 $12.9 Million - $40.8 Million
480,506 Added 207.58%
711,988 $19.5 Billion
Q3 2024

Oct 08, 2024
BUY
$77.02 - $85.06 $111,216 - $122,826
1,444 Added 0.63%
231,482 $19.6 Billion
Q2 2024

Jul 23, 2024
BUY
$75.81 - $80.15 $1.83 Million - $1.94 Million
24,201 Added 11.76%
230,038 $17.9 Billion
Q1 2024

Apr 22, 2024
BUY
$75.25 - $80.63 $162,690 - $174,322
2,162 Added 1.06%
205,837 $16.6 Billion
Q4 2023

Jan 17, 2024
BUY
$66.9 - $76.32 $13.6 Million - $15.5 Million
203,675 New
203,675 $15.5 Billion

Others Institutions Holding SCHD

# of Institutions
2,000
Shares Held
895M
Call Options Held
4.52M
Put Options Held
2.31M
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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