A detailed history of Lazari Capital Management, Inc. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Lazari Capital Management, Inc. holds 7,500 shares of SCHD stock, worth $214,050. This represents 0.08% of its overall portfolio holdings.

Number of Shares
7,500
Previous 2,500 200.0%
Holding current value
$214,050
Previous $211 Million 3.04%
% of portfolio
0.08%
Previous 0.09%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 24, 2025

BUY
$26.93 - $84.95 $134,650 - $424,750
5,000 Added 200.0%
7,500 $205 Million
Q3 2024

Oct 22, 2024

BUY
$77.02 - $85.06 $192,550 - $212,650
2,500 New
2,500 $211 Million
Q1 2024

Jun 24, 2024

BUY
$75.25 - $80.63 $195,650 - $209,638
2,600 New
2,600 $210 Million

Others Institutions Holding SCHD

About SCHWAB STRATEGIC TR US DIVIDEN


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

Track Lazari Capital Management, Inc. Portfolio

Follow Lazari Capital Management, Inc. 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 Lazari Capital Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Lazari Capital Management, Inc. with notifications on news.