Brown, Lisle/Cummings, Inc. Schwab Strategic Tr Us Dividen Transaction History

Brown, Lisle/Cummings, Inc.

  • $390 Billion
  • Q3 2025

A detailed history of Brown, Lisle/Cummings, Inc. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Brown, Lisle/Cummings, Inc. holds 8,735 shares of SCHD stock, worth $237,941. This represents 0.06% of its overall portfolio holdings.

Number of Shares
8,735
Previous 8,960 2.51%
Holding current value
$237,941
Previous $237 Million 0.43%
% of portfolio
0.06%
Previous 0.06%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 10, 2025
SELL
$26.38 - $27.95 $5,935 - $6,288
-225 Reduced 2.51%
8,735 $238 Million
Q2 2025

Jul 16, 2025
BUY
$24.32 - $27.87 $24,928 - $28,566
1,025 Added 12.92%
8,960 $237 Million
Q4 2024

Jan 24, 2025
BUY
$26.93 - $84.95 $145,152 - $457,880
5,390 Added 211.79%
7,935 $217 Million
Q3 2024

Oct 18, 2024
BUY
$77.02 - $85.06 $28,882 - $31,897
375 Added 17.28%
2,545 $215 Million
Q2 2024

Jul 17, 2024
BUY
$75.81 - $80.15 $162,991 - $172,322
2,150 Added 10750.0%
2,170 $169 Million
Q3 2022

Jun 28, 2024
BUY
$66.43 - $77.87 $1,328 - $1,557
20 New
20 $1.33 Million

Others Institutions Holding SCHD

# of Institutions
2,056
Shares Held
872M
Call Options Held
4.95M
Put Options Held
2.61M
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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