Bard Financial Services, Inc. Schwab Strategic Tr Us Dividen Transaction History

Bard Financial Services, Inc.

$477 Million
Q3 2024

Shares

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Jul 11, 2023	BUY	$69.18 - $73.94 $947,281 - $1.01 Million	13,693 Added 1.9%	733,696 $53.3 Million
Q1 2023 Apr 26, 2023	BUY	$70.28 - $78.03 $3.25 Million - $3.61 Million	46,217 Added 6.86%	720,003 $52.7 Million
Q4 2022 Jan 25, 2023	BUY	$67.16 - $79.06 $4.57 Million - $5.38 Million	68,109 Added 11.25%	673,786 $50.9 Million
Q3 2022 Oct 26, 2022	BUY	$66.43 - $77.87 $4.3 Million - $5.04 Million	64,699 Added 11.96%	605,677 $40.2 Million
Q2 2022 Jul 06, 2022	BUY	$70.31 - $80.24 $4.06 Million - $4.63 Million	57,718 Added 11.94%	540,978 $38.8 Million
Q1 2022 Apr 13, 2022	BUY	$75.14 - $81.94 $2.12 Million - $2.31 Million	28,169 Added 6.19%	483,260 $38.1 Million
Q4 2021 Jan 24, 2022	BUY	$74.93 - $80.86 $401,474 - $433,247	5,358 Added 1.19%	455,091 $36.8 Million
Q3 2021 Oct 15, 2021	BUY	$74.23 - $78.13 $167,462 - $176,261	2,256 Added 0.5%	449,733 $33.4 Million
Q2 2021 Jul 13, 2021	BUY	$73.32 - $77.65 $899,856 - $952,998	12,273 Added 2.82%	447,477 $33.8 Million
Q1 2021 May 14, 2021	BUY	$63.23 - $73.67 $1.29 Million - $1.5 Million	20,395 Added 4.92%	435,204 $31.7 Million
Q4 2020 Mar 26, 2021	BUY	$54.8 - $65.16 $22.7 Million - $27 Million	414,809 New	414,809 $26.6 Million

Others Institutions Holding SCHD

# of Institutions

1,751

Shares Held

275M

Call Options Held

1.92M

Put Options Held

1.16M

About SCHWAB STRATEGIC TR US DIVIDEN

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