Copley Financial Group, Inc. Schwab Strategic Tr Us Dividen Transaction History

Copley Financial Group, Inc.

  • $146 Billion
  • Q3 2025

A detailed history of Copley Financial Group, Inc. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Copley Financial Group, Inc. holds 10,284 shares of SCHD stock, worth $280,136. This represents 0.19% of its overall portfolio holdings.

Number of Shares
10,284
Previous 10,900 5.65%
Holding current value
$280,136
Previous $289 Million 2.8%
% of portfolio
0.19%
Previous 0.21%

Shares

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

Nov 18, 2025
SELL
$26.38 - $27.95 $16,250 - $17,217
-616 Reduced 5.65%
10,284 $281 Million
Q2 2025

Aug 12, 2025
SELL
$24.32 - $27.87 $49,272 - $56,464
-2,026 Reduced 15.67%
10,900 $289 Million
Q1 2025

Jul 08, 2025
SELL
$27.01 - $28.54 $20,554 - $21,718
-761 Reduced 5.56%
12,926 $361 Million
Q1 2025

Jun 27, 2025
BUY
$27.01 - $28.54 $279,121 - $294,932
10,334 Added 308.2%
13,687 $374 Million
Q3 2024

Dec 09, 2024
BUY
$77.02 - $85.06 $258,248 - $285,206
3,353 New
3,353 $283 Million

Others Institutions Holding SCHD

# of Institutions
2,058
Shares Held
866M
Call Options Held
4.95M
Put Options Held
2.61M
View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

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