Nabity Jensen Investment Management Inc Schwab Strategic Tr Us Dividen Transaction History

Nabity Jensen Investment Management Inc

$132 Billion
Q4 2024

A detailed history of Nabity Jensen Investment Management Inc transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Nabity Jensen Investment Management Inc holds 145,509 shares of SCHD stock, worth $4.07 Million. This represents 3.0% of its overall portfolio holdings.

Number of Shares

145,509

Previous 48,453 200.31%

Holding current value

$4.07 Million

Previous $4.1 Billion 2.94%

% of portfolio

3.0%

Previous 3.14%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 14, 2025	BUY	$26.93 - $84.95 $2.61 Million - $8.24 Million	97,056 Added 200.31%	145,509 $3.98 Billion
Q3 2024 Nov 15, 2024	BUY	$77.02 - $85.06 $3.73 Million - $4.12 Million	48,453 New	48,453 $4.1 Billion
Q2 2024 Dec 09, 2024	BUY	$75.81 - $80.15 $493,219 - $521,455	6,506 Added 13.43%	54,959 $4.27 Billion
Q1 2024 Jan 14, 2025	SELL	$75.25 - $80.63 $6.82 Million - $7.31 Million	-90,639 Reduced 62.29%	54,870 $4.42 Billion
Q4 2023 Jan 14, 2025	SELL	$66.9 - $76.32 $6.08 Million - $6.94 Million	-90,873 Reduced 62.45%	54,636 $4.16 Billion

Others Institutions Holding SCHD

# of Institutions

1,784

Shares Held

333M

Call Options Held

1.92M

Put Options Held

1.16M

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About SCHWAB STRATEGIC TR US DIVIDEN

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Nabity Jensen Investment Management Inc Schwab Strategic Tr Us Dividen Transaction History