A detailed history of Strategic Financial Partners, Ltd. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Strategic Financial Partners, Ltd. holds 3,268 shares of SCHD stock, worth $95,000. This represents 0.14% of its overall portfolio holdings.

Number of Shares
3,268
Previous 3,205 1.97%
Holding current value
$95,000
Previous $249,000 10.84%
% of portfolio
0.14%
Previous 0.14%

Shares

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

Oct 28, 2024

BUY
$77.02 - $85.06 $4,852 - $5,358
63 Added 1.97%
3,268 $276,000
Q1 2024

Jul 10, 2024

BUY
$75.25 - $80.63 $1,806 - $1,935
24 Added 0.75%
3,205 $258,000
Q4 2023

Jul 10, 2024

BUY
$66.9 - $76.32 $2,207 - $2,518
33 Added 1.05%
3,181 $242,000
Q3 2023

Jul 10, 2024

BUY
$70.63 - $75.66 $1,977 - $2,118
28 Added 0.9%
3,148 $222,000
Q2 2023

Jul 10, 2024

BUY
$69.18 - $73.94 $2,006 - $2,144
29 Added 0.94%
3,120 $226,000
Q1 2023

Jul 10, 2024

BUY
$70.28 - $78.03 $1,827 - $2,028
26 Added 0.85%
3,091 $226,000
Q4 2022

Jul 10, 2024

BUY
$67.16 - $79.06 $1,880 - $2,213
28 Added 0.92%
3,065 $232,000
Q3 2022

Jul 10, 2024

BUY
$66.43 - $77.87 $1,860 - $2,180
28 Added 0.93%
3,037 $202,000
Q2 2022

Jul 10, 2024

BUY
$70.31 - $80.24 $2,038 - $2,326
29 Added 0.97%
3,009 $216,000
Q1 2022

Jul 10, 2024

BUY
$75.14 - $81.94 $1,427 - $1,556
19 Added 0.64%
2,980 $235,000
Q4 2021

Jul 09, 2024

BUY
$74.93 - $80.86 $1,723 - $1,859
23 Added 0.78%
2,961 $239,000
Q3 2021

Jul 09, 2024

BUY
$74.23 - $78.13 $1,707 - $1,796
23 Added 0.79%
2,938 $218,000
Q2 2021

Jul 09, 2024

BUY
$73.32 - $77.65 $1,539 - $1,630
21 Added 0.73%
2,915 $220,000
Q1 2021

Jul 09, 2024

BUY
$63.23 - $73.67 $182,987 - $213,200
2,894 New
2,894 $211,000

Others Institutions Holding SCHD

About SCHWAB STRATEGIC TR US DIVIDEN


  • Ticker SCHD
  • Sector ETFs
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More about SCHD
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