A detailed history of Cva Family Office, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Cva Family Office, LLC holds 778,177 shares of SCHD stock, worth $21.9 Million. This represents 10.85% of its overall portfolio holdings.

Number of Shares
778,177
Previous 755,098 3.06%
Holding current value
$21.9 Million
Previous $58.7 Million 12.03%
% of portfolio
10.85%
Previous 10.68%

Shares

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

Oct 10, 2024

BUY
$77.02 - $85.06 $1.78 Million - $1.96 Million
23,079 Added 3.06%
778,177 $65.8 Million
Q2 2024

Jul 09, 2024

BUY
$75.81 - $80.15 $1.03 Million - $1.09 Million
13,538 Added 1.83%
755,098 $58.7 Million
Q1 2024

Apr 10, 2024

BUY
$75.25 - $80.63 $836,479 - $896,283
11,116 Added 1.52%
741,560 $59.8 Million
Q4 2023

Jan 16, 2024

SELL
$66.9 - $76.32 $3.1 Million - $3.54 Million
-46,367 Reduced 5.97%
730,444 $55.6 Million
Q3 2023

Oct 11, 2023

SELL
$70.63 - $75.66 $77,198 - $82,696
-1,093 Reduced 0.14%
776,811 $55 Million
Q2 2023

Jul 10, 2023

BUY
$69.18 - $73.94 $906,327 - $968,687
13,101 Added 1.71%
777,904 $56.5 Million
Q1 2023

Apr 26, 2023

BUY
$70.28 - $78.03 $2.07 Million - $2.3 Million
29,476 Added 4.01%
764,803 $56 Million
Q4 2022

Feb 21, 2023

BUY
$67.16 - $79.06 $1.1 Million - $1.29 Million
16,309 Added 2.27%
735,327 $55.5 Million
Q3 2022

Nov 22, 2022

BUY
$66.43 - $77.87 $5.54 Million - $6.5 Million
83,469 Added 13.13%
719,018 $47.8 Million
Q2 2022

Jul 11, 2022

BUY
$70.31 - $80.24 $1.31 Million - $1.49 Million
18,619 Added 3.02%
635,549 $45.5 Million
Q1 2022

Apr 22, 2022

BUY
$75.14 - $81.94 $4.91 Million - $5.36 Million
65,407 Added 11.86%
616,930 $48.7 Million
Q4 2021

Jan 25, 2022

BUY
$74.93 - $80.86 $29 Million - $31.2 Million
386,396 Added 234.0%
551,523 $44.6 Million
Q3 2021

Oct 12, 2021

SELL
$74.23 - $78.13 $24 Million - $25.3 Million
-323,366 Reduced 66.2%
165,127 $9.13 Million
Q2 2021

Jul 13, 2021

BUY
$73.32 - $77.65 $2.13 Million - $2.25 Million
29,036 Added 6.32%
488,493 $36.9 Million
Q1 2021

Apr 14, 2021

BUY
$63.23 - $73.67 $17.5 Million - $20.4 Million
276,841 Added 151.6%
459,457 $33.5 Million
Q4 2020

Jan 15, 2021

BUY
$54.8 - $65.16 $958,397 - $1.14 Million
17,489 Added 10.59%
182,616 $0
Q3 2020

Oct 27, 2020

BUY
$50.37 - $58.54 $267,666 - $311,081
5,314 Added 3.33%
165,127 $9.13 Million
Q2 2020

Jul 31, 2020

BUY
$43.56 - $56.5 $1.03 Million - $1.34 Million
23,736 Added 17.44%
159,813 $8.27 Million
Q1 2020

May 28, 2020

SELL
$39.5 - $59.28 $866,235 - $1.3 Million
-21,930 Reduced 13.88%
136,077 $6.12 Million
Q4 2019

Feb 18, 2020

BUY
$52.87 - $58.15 $8.35 Million - $9.19 Million
158,007 New
158,007 $9.15 Million

Others Institutions Holding SCHD

About SCHWAB STRATEGIC TR US DIVIDEN


  • Ticker SCHD
  • Sector ETFs
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