Cm Wealth Advisors LLC Schwab Strategic Tr Us Dividen Transaction History

Cm Wealth Advisors LLC

  • $359 Million
  • Q3 2025

A detailed history of Cm Wealth Advisors LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Cm Wealth Advisors LLC holds 18,027 shares of SCHD stock, worth $491,055. This represents 0.14% of its overall portfolio holdings.

Number of Shares
18,027
Previous 14,883 21.12%
Holding current value
$491,055
Previous $394,000 24.87%
% of portfolio
0.14%
Previous 0.12%

Shares

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

Nov 05, 2025
BUY
$26.38 - $27.95 $82,938 - $87,874
3,144 Added 21.12%
18,027 $492,000
Q4 2024

Feb 13, 2025
BUY
$26.93 - $84.95 $267,199 - $842,873
9,922 Added 200.0%
14,883 $406,000
Q2 2024

Aug 14, 2024
SELL
$75.81 - $80.15 $61,102 - $64,600
-806 Reduced 13.98%
4,961 $385,000
Q1 2024

May 13, 2024
BUY
$75.25 - $80.63 $38,076 - $40,798
506 Added 9.62%
5,767 $464,000
Q3 2023

Nov 16, 2023
BUY
$70.63 - $75.66 $371,584 - $398,047
5,261 New
5,261 $372,000
Q1 2023

May 01, 2023
BUY
$70.28 - $78.03 $405,304 - $449,999
5,767 New
5,767 $410,000

Others Institutions Holding SCHD

# of Institutions
2,055
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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