Bar Harbor Wealth Management Schwab Strategic Tr Us Dividen Transaction History

Bar Harbor Wealth Management

  • $1.55 Billion
  • Q3 2024

A detailed history of Bar Harbor Wealth Management transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Bar Harbor Wealth Management holds 3,500 shares of SCHD stock, worth $94,780. This represents 0.02% of its overall portfolio holdings.

Number of Shares
3,500
Previous 4,000 12.5%
Holding current value
$94,780
Previous $311,000 5.14%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Oct 16, 2024
SELL
$77.02 - $85.06 $38,510 - $42,530
-500 Reduced 12.5%
3,500 $295,000
Q1 2024

Apr 23, 2024
SELL
$75.25 - $80.63 $150,500 - $161,260
-2,000 Reduced 33.33%
4,000 $322,000
Q4 2023

Jan 17, 2024
SELL
$66.9 - $76.32 $66,900 - $76,320
-1,000 Reduced 14.29%
6,000 $456,000
Q1 2023

Apr 24, 2023
SELL
$70.28 - $78.03 $70,280 - $78,030
-1,000 Reduced 12.5%
7,000 $512,000
Q4 2022

Jun 09, 2023
BUY
$67.16 - $79.06 $67,160 - $79,060
1,000 Added 14.29%
8,000 $604,000
Q2 2022

Aug 12, 2022
BUY
$70.31 - $80.24 $562,480 - $641,920
8,000 New
8,000 $573,000

Others Institutions Holding SCHD

# of Institutions
1,760
Shares Held
276M
Call Options Held
1.92M
Put Options Held
1.16M
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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