Cpa Asset Management LLC Schwab Strategic Tr Us Dividen Transaction History

Cpa Asset Management LLC

  • $285 Billion
  • Q4 2025

A detailed history of Cpa Asset Management LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Cpa Asset Management LLC holds 30,054 shares of SCHD stock, worth $818,670. This represents 0.29% of its overall portfolio holdings.

Number of Shares
30,054
Previous 34,735 13.48%
Holding current value
$818,670
Previous $948 Million 13.06%
% of portfolio
0.29%
Previous 0.37%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 13, 2026
SELL
$26.44 - $27.53 $123,765 - $128,867
-4,681 Reduced 13.48%
30,054 $824 Million
Q3 2025

Oct 21, 2025
BUY
$26.38 - $27.95 $916,309 - $970,843
34,735 New
34,735 $948 Million

Others Institutions Holding SCHD

# of Institutions
2,060
Shares Held
865M
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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