Colorado Capital Management, Inc. Schwab Strategic Tr Us Dividen Transaction History

Colorado Capital Management, Inc.

  • $206 Million
  • Q4 2024

A detailed history of Colorado Capital Management, Inc. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Colorado Capital Management, Inc. holds 35,361 shares of SCHD stock, worth $984,096. This represents 0.47% of its overall portfolio holdings.

Number of Shares
35,361
Previous 11,596 204.94%
Holding current value
$984,096
Previous $980,000 1.43%
% of portfolio
0.47%
Previous 0.48%

Shares

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

Jan 16, 2025
BUY
$26.93 - $84.95 $639,991 - $2.02 Million
23,765 Added 204.94%
35,361 $966,000
Q3 2024

Oct 09, 2024
BUY
$77.02 - $85.06 $9,319 - $10,292
121 Added 1.05%
11,596 $980,000
Q1 2024

Apr 15, 2024
BUY
$75.25 - $80.63 $863,493 - $925,229
11,475 New
11,475 $925,000
Q1 2019

Apr 30, 2019
SELL
N/A
-3,652 Closed
0 $0
Q4 2018

Jan 16, 2019
SELL
N/A
-140 Reduced 3.69%
3,652 $171,000
Q3 2018

Oct 22, 2018
BUY
N/A
3,792 New
3,792 $200,000

Others Institutions Holding SCHD

# of Institutions
1,822
Shares Held
430M
Call Options Held
1.92M
Put Options Held
1.16M
View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

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