Commonwealth Retirement Investments LLC Schwab Strategic Tr Us Dividen Transaction History

Commonwealth Retirement Investments LLC

  • $238 Billion
  • Q3 2024

A detailed history of Commonwealth Retirement Investments LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Commonwealth Retirement Investments LLC holds 24,928 shares of SCHD stock, worth $684,772. This represents 0.88% of its overall portfolio holdings.

Number of Shares
24,928
Previous 26,602 6.29%
Holding current value
$684,772
Previous $2.07 Billion 1.87%
% of portfolio
0.88%
Previous 0.95%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 05, 2024
SELL
$77.02 - $85.06 $128,931 - $142,390
-1,674 Reduced 6.29%
24,928 $2.11 Billion
Q2 2024

Aug 05, 2024
SELL
$75.81 - $80.15 $205,293 - $217,046
-2,708 Reduced 9.24%
26,602 $2.07 Billion
Q1 2024

May 03, 2024
SELL
$75.25 - $80.63 $108,134 - $115,865
-1,437 Reduced 4.67%
29,310 $2.36 Billion
Q4 2023

Jan 24, 2024
BUY
$66.9 - $76.32 $67,368 - $76,854
1,007 Added 3.39%
30,747 $2.34 Billion
Q3 2023

Nov 06, 2023
SELL
$70.63 - $75.66 $487,841 - $522,583
-6,907 Reduced 18.85%
29,740 $2.1 Billion
Q2 2023

Jul 21, 2023
SELL
$69.18 - $73.94 $50,017 - $53,458
-723 Reduced 1.93%
36,647 $2.66 Billion
Q1 2023

May 03, 2023
BUY
$70.28 - $78.03 $237,968 - $264,209
3,386 Added 9.96%
37,370 $2.73 Billion
Q4 2022

Feb 07, 2023
BUY
$67.16 - $79.06 $2.28 Million - $2.69 Million
33,984 New
33,984 $2.57 Billion

Others Institutions Holding SCHD

# of Institutions
1,761
Shares Held
276M
Call Options Held
1.92M
Put Options Held
1.16M
View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

SCHD Quotes by TradingView
  • Ticker SCHD
  • Sector ETFs
  • Industry ETFs
More about SCHD
Track This Portfolio

Track Commonwealth Retirement Investments LLC Portfolio

Follow Commonwealth Retirement Investments LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Commonwealth Retirement Investments LLC, based on Form 13F filings with the SEC.

News

Stay updated on Commonwealth Retirement Investments LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email