Castleview Partners, LLC Schwab Strategic Tr Us Dividen Transaction History

Castleview Partners, LLC

  • $151 Million
  • Q4 2024

A detailed history of Castleview Partners, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Castleview Partners, LLC holds 1,538 shares of SCHD stock, worth $42,940. This represents 0.03% of its overall portfolio holdings.

Number of Shares
1,538
Previous 510 201.57%
Holding current value
$42,940
Previous $13,000 223.08%
% of portfolio
0.03%
Previous 0.01%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 21, 2025
BUY
$26.93 - $84.95 $27,684 - $87,328
1,028 Added 201.57%
1,538 $42,000
Q3 2024

Oct 21, 2024
BUY
$77.02 - $85.06 $3,542 - $3,912
46 Added 9.91%
510 $43,000
Q2 2024

Jul 31, 2024
BUY
$75.81 - $80.15 $14,934 - $15,789
197 Added 73.78%
464 $36,000
Q1 2024

May 09, 2024
BUY
$75.25 - $80.63 $14,372 - $15,400
191 Added 251.32%
267 $21,000
Q3 2023

Oct 26, 2023
BUY
$70.63 - $75.66 $70 - $75
1 Added 1.33%
76 $5,000
Q2 2023

Aug 14, 2023
BUY
$69.18 - $73.94 $69 - $73
1 Added 1.35%
75 $5,000
Q4 2022

Feb 01, 2023
BUY
$67.16 - $79.06 $67 - $79
1 Added 1.37%
74 $5,000
Q3 2022

Nov 10, 2022
BUY
$66.43 - $77.87 $2,192 - $2,569
33 Added 82.5%
73 $5,000
Q2 2022

Aug 17, 2022
SELL
$70.31 - $80.24 $360,901 - $411,871
-5,133 Reduced 99.23%
40 $0
Q2 2022

Aug 16, 2022
BUY
$70.31 - $80.24 $358,721 - $409,384
5,102 Added 7185.92%
5,173 $0
Q1 2022

May 16, 2022
BUY
$75.14 - $81.94 $5,334 - $5,817
71 New
71 $5,000

Others Institutions Holding SCHD

# of Institutions
1,789
Shares Held
346M
Call Options Held
1.92M
Put Options Held
1.16M
View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

SCHD Quotes by TradingView
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More about SCHD
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