Callan Capital, LLC Schwab Strategic Tr Us Dividen Transaction History

Callan Capital, LLC

  • $1.35 Billion
  • Q1 2025

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 10,363 shares of SCHD stock, worth $282,288. This represents 0.02% of its overall portfolio holdings.

Number of Shares
10,363
Previous 9,875 4.94%
Holding current value
$282,288
Previous $269,000 7.43%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Apr 29, 2025
BUY
$27.01 - $28.54 $13,180 - $13,927
488 Added 4.94%
10,363 $289,000
Q4 2024

Feb 03, 2025
BUY
$26.93 - $84.95 $177,280 - $559,225
6,583 Added 199.97%
9,875 $269,000
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

# of Institutions
2,057
Shares Held
868M
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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