Commonwealth Financial Services, LLC Schwab Strategic Tr Us Dividen Transaction History

Commonwealth Financial Services, LLC

  • $584 Billion
  • Q3 2025

A detailed history of Commonwealth Financial Services, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Commonwealth Financial Services, LLC holds 20,607 shares of SCHD stock, worth $561,334. This represents 0.1% of its overall portfolio holdings.

Number of Shares
20,607
Previous 22,645 9.0%
Holding current value
$561,334
Previous $600 Million 6.25%
% of portfolio
0.1%
Previous 0.12%

Shares

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

Oct 21, 2025
SELL
$26.38 - $27.95 $53,762 - $56,962
-2,038 Reduced 9.0%
20,607 $563 Million
Q2 2025

Jul 25, 2025
BUY
$24.32 - $27.87 $312,925 - $358,603
12,867 Added 131.59%
22,645 $600 Million
Q1 2025

May 09, 2025
BUY
$27.01 - $28.54 $4,375 - $4,623
162 Added 1.68%
9,778 $273 Million
Q4 2024

Jan 24, 2025
BUY
$26.93 - $84.95 $189,452 - $597,623
7,035 Added 272.57%
9,616 $263 Million
Q3 2024

Oct 22, 2024
BUY
$77.02 - $85.06 $198,788 - $219,539
2,581 New
2,581 $218 Million
Q3 2023

Nov 13, 2023
BUY
$70.63 - $75.66 $261,684 - $280,320
3,705 New
3,705 $262 Million

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
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More about SCHD
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