Apexium Financial, LP Schwab Strategic Tr Us Dividen Transaction History

Apexium Financial, LP

  • $1.26 Billion
  • Q2 2024

A detailed history of Apexium Financial, LP transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Apexium Financial, LP holds 331,548 shares of SCHD stock, worth $27.9 Million. This represents 2.05% of its overall portfolio holdings.

Number of Shares
331,548
Previous 309,910 6.98%
Holding current value
$27.9 Million
Previous $25 Million 3.17%
% of portfolio
2.05%
Previous 2.11%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 05, 2024
BUY
$75.81 - $80.15 $1.64 Million - $1.73 Million
21,638 Added 6.98%
331,548 $25.8 Million
Q1 2024

Apr 19, 2024
BUY
$75.25 - $80.63 $1.72 Million - $1.84 Million
22,824 Added 7.95%
309,910 $25 Million
Q4 2023

Feb 08, 2024
BUY
$66.9 - $76.32 $4.08 Million - $4.65 Million
60,972 Added 26.97%
287,086 $21.9 Million
Q3 2023

Oct 24, 2023
BUY
$70.63 - $75.66 $1.7 Million - $1.82 Million
24,033 Added 11.89%
226,114 $16 Million
Q2 2023

Aug 14, 2023
BUY
$69.18 - $73.94 $1.01 Million - $1.08 Million
14,552 Added 7.76%
202,081 $14.7 Million
Q1 2023

May 17, 2023
BUY
$70.28 - $78.03 $1.11 Million - $1.23 Million
15,747 Added 9.17%
187,529 $13.7 Million
Q4 2022

Feb 14, 2023
BUY
$67.16 - $79.06 $2.83 Million - $3.34 Million
42,208 Added 32.57%
171,782 $13 Million
Q3 2022

Nov 14, 2022
BUY
$66.43 - $77.87 $5.94 Million - $6.96 Million
89,386 Added 222.42%
129,574 $8.62 Million
Q2 2022

Jul 28, 2022
BUY
$70.31 - $80.24 $2.52 Million - $2.88 Million
35,891 Added 835.26%
40,188 $2.88 Million
Q1 2022

Apr 19, 2022
SELL
$75.14 - $81.94 $40,951 - $44,657
-545 Reduced 11.26%
4,297 $347,000
Q4 2021

Jan 19, 2022
BUY
$74.93 - $80.86 $362,811 - $391,524
4,842 New
4,842 $391,000

Others Institutions Holding SCHD

# of Institutions
1,658
Shares Held
273M
Call Options Held
1.52M
Put Options Held
741K
View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

SCHD Quotes by TradingView
  • Ticker SCHD
  • Sector ETFs
  • Industry ETFs
More about SCHD
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