Bcs Wealth Management Schwab Strategic Tr Us Dividen Transaction History

Bcs Wealth Management

  • $312 Million
  • Q1 2024

A detailed history of Bcs Wealth Management transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Bcs Wealth Management holds 99,161 shares of SCHD stock, worth $7.71 Million. This represents 2.56% of its overall portfolio holdings.

Number of Shares
99,161
Previous 101,474 2.28%
Holding current value
$7.71 Million
Previous $7.73 Million 3.5%
% of portfolio
2.56%
Previous 2.84%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 10, 2024
SELL
$75.25 - $80.63 $174,053 - $186,497
-2,313 Reduced 2.28%
99,161 $8 Million
Q4 2023

Jan 11, 2024
BUY
$66.9 - $76.32 $149,922 - $171,033
2,241 Added 2.26%
101,474 $7.73 Million
Q3 2023

Oct 12, 2023
BUY
$70.63 - $75.66 $7.01 Million - $7.51 Million
99,233 New
99,233 $7.02 Million
Q1 2023

Apr 10, 2023
SELL
$70.28 - $78.03 $2.46 Million - $2.73 Million
-34,994 Reduced 24.55%
107,523 $7.87 Million
Q4 2022

Jan 10, 2023
SELL
$73.08 - $79.06 $190,081 - $205,635
-2,601 Reduced 1.79%
142,517 $10.8 Million
Q3 2022

Oct 07, 2022
SELL
N/A
-1,221 Reduced 0.83%
145,118 $9.64 Million
Q2 2022

Jul 29, 2022
SELL
N/A
-1,539 Reduced 1.04%
146,339 $10.5 Million
Q1 2022

Apr 28, 2022
SELL
N/A
-7,787 Reduced 5.0%
147,878 $11.7 Million
Q4 2021

Jan 18, 2022
BUY
N/A
2,282 Added 1.49%
155,665 $12.6 Million
Q3 2021

Oct 25, 2021
BUY
N/A
7,623 Added 5.23%
153,383 $11.4 Million
Q2 2021

Jul 21, 2021
BUY
N/A
266 Added 0.18%
145,760 $11 Million
Q1 2021

Apr 28, 2021
BUY
N/A
894 Added 0.62%
145,494 $10.6 Million
Q4 2020

Jan 21, 2021
BUY
N/A
408 Added 0.28%
144,600 $9.28 Million
Q3 2020

Oct 23, 2020
BUY
N/A
4,260 Added 3.04%
144,192 $7.97 Million
Q2 2020

Jul 21, 2020
BUY
N/A
4,317 Added 3.18%
139,932 $7.24 Million
Q1 2020

Apr 10, 2020
BUY
N/A
25,548 Added 23.21%
135,615 $6.1 Million
Q4 2019

Feb 10, 2020
BUY
N/A
110,067 New
110,067 $6.38 Million

Others Institutions Holding SCHD

# of Institutions
1,639
Shares Held
271M
Call Options Held
1.95M
Put Options Held
715K
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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