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 22,897 shares of SCHD stock, worth $631,499. This represents 0.7% of its overall portfolio holdings.

Number of Shares
22,897
Previous 21,994 4.11%
Holding current value
$631,499
Previous $1.71 Million 13.16%
% of portfolio
0.7%
Previous 0.68%

Shares

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

About SCHWAB STRATEGIC TR US DIVIDEN


  • Ticker SCHD
  • Sector ETFs
  • Industry ETFs
More about SCHD
Track This Portfolio

Track Cws Financial Advisors, LLC Portfolio

Follow Cws Financial Advisors, 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 Cws Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cws Financial Advisors, LLC with notifications on news.