Cws Financial Advisors, LLC Schwab Strategic Tr Us Dividen Transaction History

Cws Financial Advisors, LLC

$302 Million
Q4 2024

A detailed history of Cws Financial Advisors, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Cws Financial Advisors, LLC holds 80,121 shares of SCHD stock, worth $2.29 Million. This represents 0.72% of its overall portfolio holdings.

Number of Shares

80,121

Previous 22,897 249.92%

Holding current value

$2.29 Million

Previous $1.94 Million 13.07%

% of portfolio

0.72%

Previous 0.7%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 04, 2025	BUY	$26.93 - $84.95 $1.54 Million - $4.86 Million	57,224 Added 249.92%	80,121 $2.19 Million
Q3 2024 Nov 14, 2024	BUY	$77.02 - $85.06 $69,549 - $76,809	903 Added 4.11%	22,897 $1.94 Million
Q2 2024 Jul 31, 2024	BUY	$75.81 - $80.15 $140,779 - $148,838	1,857 Added 9.22%	21,994 $1.71 Million
Q1 2024 May 01, 2024	BUY	$75.25 - $80.63 $93,836 - $100,545	1,247 Added 6.6%	20,137 $1.62 Million
Q4 2023 Feb 08, 2024	BUY	$66.9 - $76.32 $20,337 - $23,201	304 Added 1.64%	18,890 $1.44 Million
Q3 2023 Nov 14, 2023	BUY	$70.63 - $75.66 $349,547 - $374,441	4,949 Added 36.29%	18,586 $1.32 Million
Q2 2023 Aug 14, 2023	BUY	$69.18 - $73.94 $162,918 - $174,128	2,355 Added 20.87%	13,637 $990,000
Q1 2023 May 09, 2023	BUY	$70.28 - $78.03 $792,898 - $880,334	11,282 New	11,282 $825,000
Q2 2022 Aug 08, 2022	BUY	$70.31 - $80.24 $204,320 - $233,177	2,906 New	2,906 $208,000

Others Institutions Holding SCHD

# of Institutions

1,939

Shares Held

823M

Call Options Held

4.82M

Put Options Held

2.73M

View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

Ticker SCHD
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Cws Financial Advisors, LLC Schwab Strategic Tr Us Dividen Transaction History