Towneley Capital Management, Inc / De Schwab Strategic Tr Us Dividen Transaction History

Towneley Capital Management, Inc / De

$427 Billion
Q1 2025

A detailed history of Towneley Capital Management, Inc / De transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Towneley Capital Management, Inc / De holds 732,531 shares of SCHD stock, worth $18.6 Million. This represents 4.79% of its overall portfolio holdings.

Number of Shares

732,531

Previous 711,988 2.89%

Holding current value

$18.6 Million

Previous $19.5 Billion 5.3%

% of portfolio

4.79%

Previous 4.62%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 11, 2025	BUY	$27.01 - $28.54 $554,866 - $586,297	20,543 Added 2.89%	732,531 $20.5 Billion
Q4 2024 Jan 29, 2025	BUY	$26.93 - $84.95 $12.9 Million - $40.8 Million	480,506 Added 207.58%	711,988 $19.5 Billion
Q3 2024 Oct 08, 2024	BUY	$77.02 - $85.06 $111,216 - $122,826	1,444 Added 0.63%	231,482 $19.6 Billion
Q2 2024 Jul 23, 2024	BUY	$75.81 - $80.15 $1.83 Million - $1.94 Million	24,201 Added 11.76%	230,038 $17.9 Billion
Q1 2024 Apr 22, 2024	BUY	$75.25 - $80.63 $162,690 - $174,322	2,162 Added 1.06%	205,837 $16.6 Billion
Q4 2023 Jan 17, 2024	BUY	$66.9 - $76.32 $13.6 Million - $15.5 Million	203,675 New	203,675 $15.5 Billion

Others Institutions Holding SCHD

# of Institutions

1,965

Shares Held

851M

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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Towneley Capital Management, Inc / De Schwab Strategic Tr Us Dividen Transaction History