Balboa Wealth Partners Schwab Strategic Tr Us Dividen Transaction History

Balboa Wealth Partners

  • $422 Million
  • Q4 2024

A detailed history of Balboa Wealth Partners transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Balboa Wealth Partners holds 7,992 shares of SCHD stock, worth $225,454. This represents 0.05% of its overall portfolio holdings.

Number of Shares
7,992
Previous 11,384 29.8%
Holding current value
$225,454
Previous $962,000 77.34%
% of portfolio
0.05%
Previous 0.25%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 10, 2025
SELL
$26.93 - $84.95 $91,346 - $288,150
-3,392 Reduced 29.8%
7,992 $218,000
Q3 2024

Nov 06, 2024
BUY
$77.02 - $85.06 $33,349 - $36,830
433 Added 3.95%
11,384 $962,000
Q2 2024

Aug 13, 2024
SELL
$75.81 - $80.15 $26,760 - $28,292
-353 Reduced 3.12%
10,951 $851,000
Q1 2024

May 13, 2024
SELL
$75.25 - $80.63 $582,209 - $623,834
-7,737 Reduced 40.63%
11,304 $911,000
Q4 2023

Feb 09, 2024
BUY
$66.9 - $76.32 $363,333 - $414,493
5,431 Added 39.9%
19,041 $1.45 Million
Q3 2023

Oct 23, 2023
BUY
$70.63 - $75.66 $85,956 - $92,078
1,217 Added 9.82%
13,610 $963,000
Q2 2023

Aug 08, 2023
SELL
$69.18 - $73.94 $34,590 - $36,970
-500 Reduced 3.88%
12,393 $899,000
Q1 2023

May 11, 2023
BUY
$70.28 - $78.03 $27,830 - $30,899
396 Added 3.17%
12,893 $943,000
Q4 2022

Feb 14, 2023
BUY
$67.16 - $79.06 $28,543 - $33,600
425 Added 3.52%
12,497 $944,000
Q3 2022

Jan 04, 2023
BUY
$66.43 - $77.87 $801,942 - $940,046
12,072 New
12,072 $802,000

Others Institutions Holding SCHD

# of Institutions
1,931
Shares Held
820M
Call Options Held
4.82M
Put Options Held
2.73M
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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