Strategic Wealth Partners, Ltd. Schwab Strategic Tr Us Dividen Transaction History

Strategic Wealth Partners, Ltd.

$1.03 Billion
Q4 2024

A detailed history of Strategic Wealth Partners, Ltd. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Strategic Wealth Partners, Ltd. holds 252,944 shares of SCHD stock, worth $6.9 Million. This represents 0.67% of its overall portfolio holdings.

Number of Shares

252,944

Previous 85,011 197.54%

Holding current value

$6.9 Million

Previous $7.19 Million 3.83%

% of portfolio

0.67%

Previous 0.76%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	BUY	$26.93 - $84.95 $4.52 Million - $14.3 Million	167,933 Added 197.54%	252,944 $6.91 Million
Q2 2024 Oct 08, 2024	SELL	$75.81 - $80.15 $21,681 - $22,922	-286 Reduced 0.34%	85,011 $6.61 Million
Q1 2024 May 20, 2024	BUY	$75.25 - $80.63 $3.42 Million - $3.67 Million	45,503 Added 114.35%	85,297 $6.88 Million
Q4 2023 May 20, 2024	BUY	$66.9 - $76.32 $110,251 - $125,775	1,648 Added 4.32%	39,794 $3.03 Million
Q3 2023 May 20, 2024	BUY	$70.63 - $75.66 $28,605 - $30,642	405 Added 1.07%	38,146 $2.7 Million
Q2 2023 May 20, 2024	BUY	$69.18 - $73.94 $2.61 Million - $2.79 Million	37,741 New	37,741 $2.74 Million
Q1 2023 Apr 24, 2023	SELL	$70.28 - $78.03 $198,822 - $220,746	-2,829 Closed	0 $0
Q4 2022 Apr 24, 2023	BUY	$67.16 - $79.06 $189,995 - $223,660	2,829 New	2,829 $213,000
Q4 2019 Jan 30, 2020	SELL	$52.87 - $58.15 $18,768 - $20,643	-355 Closed	0 $0
Q4 2018 Jan 24, 2019	BUY	N/A	25 Added 7.58%	355 $0
Q1 2018 Jul 13, 2018	BUY	N/A	330 New	330 $16,000

Others Institutions Holding SCHD

# of Institutions

1,946

Shares Held

825M

Call Options Held

4.82M

Put Options Held

2.73M

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About SCHWAB STRATEGIC TR US DIVIDEN

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Strategic Wealth Partners, Ltd. Schwab Strategic Tr Us Dividen Transaction History