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 7,542 shares of SCHD stock, worth $191,868. This represents 0.09% of its overall portfolio holdings.

Number of Shares
7,542
Previous 7,500 0.56%
Holding current value
$191,868
Previous $205 Million 2.91%
% of portfolio
0.09%
Previous 0.08%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 22, 2025

BUY
$27.01 - $28.54 $1,134 - $1,198
42 Added 0.56%
7,542 $211 Million
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
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