Baltimore Washington Financial Advisors, Inc. Schwab Strategic Tr Us Dividen Transaction History

Baltimore Washington Financial Advisors, Inc.

  • $1.8 Billion
  • Q1 2025

A detailed history of Baltimore Washington Financial Advisors, Inc. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Baltimore Washington Financial Advisors, Inc. holds 7,823 shares of SCHD stock, worth $210,282. This represents 0.01% of its overall portfolio holdings.

Number of Shares
7,823
Previous 12,249 36.13%
Holding current value
$210,282
Previous $334,000 34.73%
% of portfolio
0.01%
Previous 0.02%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 14, 2025
SELL
$27.01 - $28.54 $119,546 - $126,318
-4,426 Reduced 36.13%
7,823 $218,000
Q4 2024

Jan 24, 2025
BUY
$26.93 - $84.95 $260,170 - $820,701
9,661 Added 373.3%
12,249 $334,000
Q3 2024

Nov 12, 2024
BUY
$77.02 - $85.06 $847 - $935
11 Added 0.43%
2,588 $218,000
Q1 2024

May 08, 2024
BUY
$75.25 - $80.63 $193,919 - $207,783
2,577 New
2,577 $207,000
Q2 2023

Aug 09, 2023
BUY
$69.18 - $73.94 $7,333 - $7,837
106 Added 3.35%
3,268 $237,000
Q1 2023

May 10, 2023
BUY
$70.28 - $78.03 $491 - $546
7 Added 0.22%
3,162 $231,000
Q4 2022

Feb 09, 2023
SELL
$67.16 - $79.06 $201,480 - $237,180
-3,000 Reduced 48.74%
3,155 $238,000
Q3 2022

Oct 31, 2022
BUY
$66.43 - $77.87 $200,286 - $234,778
3,015 Added 96.02%
6,155 $879,000
Q2 2022

Aug 05, 2022
BUY
$70.31 - $80.24 $220,773 - $251,953
3,140 New
3,140 $224,000
Q1 2022

May 13, 2022
SELL
$75.14 - $81.94 $252,395 - $275,236
-3,359 Closed
0 $0
Q4 2021

Apr 08, 2022
BUY
$74.93 - $80.86 $143,640 - $155,008
1,917 Added 132.94%
3,359 $271,000
Q4 2021

Feb 14, 2022
BUY
$74.93 - $80.86 $108,049 - $116,600
1,442 New
1,442 $271,000

Others Institutions Holding SCHD

# of Institutions
2,000
Shares Held
897M
Call Options Held
4.42M
Put Options Held
2.23M
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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