Pfg Investments, LLC Schwab Strategic Tr Us Dividen Transaction History

Pfg Investments, LLC

$1.61 Trillion
Q4 2024

A detailed history of Pfg Investments, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Pfg Investments, LLC holds 147,065 shares of SCHD stock, worth $4.13 Million. This represents 0.25% of its overall portfolio holdings.

Number of Shares

147,065

Previous 25,898 467.86%

Holding current value

$4.13 Million

Previous $2.19 Billion 83.54%

% of portfolio

0.25%

Previous 0.14%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 22, 2025	BUY	$26.93 - $84.95 $3.26 Million - $10.3 Million	121,167 Added 467.86%	147,065 $4.02 Billion
Q3 2024 Oct 23, 2024	BUY	$77.02 - $85.06 $56,609 - $62,519	735 Added 2.92%	25,898 $2.19 Billion
Q2 2024 Aug 06, 2024	SELL	$75.81 - $80.15 $2.27 Million - $2.4 Million	-29,992 Reduced 54.38%	25,163 $1.96 Billion
Q1 2024 Apr 22, 2024	BUY	$75.25 - $80.63 $3.53 Million - $3.79 Million	46,959 Added 572.95%	55,155 $4.45 Billion
Q4 2023 Jan 17, 2024	SELL	$66.9 - $76.32 $47,632 - $54,339	-712 Reduced 7.99%	8,196 $624 Million
Q3 2023 Nov 06, 2023	BUY	$70.63 - $75.66 $24,649 - $26,405	349 Added 4.08%	8,908 $630 Million
Q2 2023 Aug 03, 2023	BUY	$69.18 - $73.94 $55,413 - $59,225	801 Added 10.32%	8,559 $622 Million
Q1 2023 May 11, 2023	BUY	$70.28 - $78.03 $545,232 - $605,356	7,758 New	7,758 $568 Million

Others Institutions Holding SCHD

# of Institutions

1,940

Shares Held

824M

Call Options Held

4.82M

Put Options Held

2.73M

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About SCHWAB STRATEGIC TR US DIVIDEN

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Pfg Investments, LLC Schwab Strategic Tr Us Dividen Transaction History