A detailed history of Principal Securities, Inc. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Principal Securities, Inc. holds 111,344 shares of SCHD stock, worth $3.19 Million. This represents 0.23% of its overall portfolio holdings.

Number of Shares
111,344
Previous 120,570 7.65%
Holding current value
$3.19 Million
Previous $9.38 Billion 0.39%
% of portfolio
0.23%
Previous 0.26%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 28, 2024

SELL
$77.02 - $85.06 $710,586 - $784,763
-9,226 Reduced 7.65%
111,344 $9.41 Billion
Q2 2024

Jul 31, 2024

SELL
$75.81 - $80.15 $3.33 Million - $3.52 Million
-43,883 Reduced 26.68%
120,570 $9.38 Billion
Q1 2024

May 10, 2024

BUY
$75.25 - $80.63 $2.55 Million - $2.74 Million
33,941 Added 26.01%
164,453 $13.3 Billion
Q4 2023

Feb 07, 2024

BUY
$66.9 - $76.32 $8.73 Million - $9.96 Million
130,512 New
130,512 $9.94 Billion

Others Institutions Holding SCHD

About SCHWAB STRATEGIC TR US DIVIDEN


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

Track Principal Securities, Inc. Portfolio

Follow Principal Securities, 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 Principal Securities, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Principal Securities, Inc. with notifications on news.