Caldwell Sutter Capital, Inc. Schwab Strategic Tr Us Dividen Transaction History

Caldwell Sutter Capital, Inc.

  • $210 Billion
  • Q1 2025

A detailed history of Caldwell Sutter Capital, Inc. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Caldwell Sutter Capital, Inc. holds 10,547 shares of SCHD stock, worth $290,886. This represents 0.14% of its overall portfolio holdings.

Number of Shares
10,547
Previous 9,361 12.67%
Holding current value
$290,886
Previous $256 Million 15.31%
% of portfolio
0.14%
Previous 0.12%

Shares

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

Apr 16, 2025
BUY
$27.01 - $28.54 $32,033 - $33,848
1,186 Added 12.67%
10,547 $295 Million
Q4 2024

Jan 17, 2025
BUY
$26.93 - $84.95 $178,842 - $564,152
6,641 Added 244.15%
9,361 $256 Million
Q3 2024

Oct 25, 2024
BUY
$77.02 - $85.06 $8,472 - $9,356
110 Added 4.21%
2,720 $230 Million
Q2 2024

Jul 22, 2024
BUY
$75.81 - $80.15 $79,600 - $84,157
1,050 Added 67.31%
2,610 $203 Million
Q1 2024

Apr 19, 2024
BUY
$75.25 - $80.63 $76,755 - $82,242
1,020 Added 188.89%
1,560 $126 Million
Q4 2023

Jan 19, 2024
BUY
$66.9 - $76.32 $36,126 - $41,212
540 New
540 $41.1 Million

Others Institutions Holding SCHD

# of Institutions
1,953
Shares Held
850M
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
Track This Portfolio

Track Caldwell Sutter Capital, Inc. Portfolio

Follow Caldwell Sutter Capital, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Caldwell Sutter Capital, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Caldwell Sutter Capital, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email