A detailed history of Callan Capital, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Callan Capital, LLC holds 3,292 shares of SCHD stock, worth $90,826. This represents 0.02% of its overall portfolio holdings.

Number of Shares
3,292
Previous 6,518 49.49%
Holding current value
$90,826
Previous $506,000 45.06%
% of portfolio
0.02%
Previous 0.04%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024

SELL
$77.02 - $85.06 $248,466 - $274,403
-3,226 Reduced 49.49%
3,292 $278,000
Q2 2024

Oct 22, 2024

BUY
$75.81 - $80.15 $494,129 - $522,417
6,518 New
6,518 $506,000

Others Institutions Holding SCHD

About SCHWAB STRATEGIC TR US DIVIDEN


  • Ticker SCHD
  • Sector ETFs
  • Industry ETFs
More about SCHD
Track This Portfolio

Track Callan Capital, LLC Portfolio

Follow Callan Capital, LLC 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 Callan Capital, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Callan Capital, LLC with notifications on news.