Bedel Financial Consulting, Inc. Schwab Strategic Tr Us Dividen Transaction History

Bedel Financial Consulting, Inc.

  • $737 Million
  • Q2 2025

A detailed history of Bedel Financial Consulting, Inc. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Bedel Financial Consulting, Inc. holds 20,510 shares of SCHD stock, worth $544,950. This represents 0.07% of its overall portfolio holdings.

Number of Shares
20,510
Previous 20,883 1.79%
Holding current value
$544,950
Previous $583,000 6.86%
% of portfolio
0.07%
Previous 0.08%

Shares

23 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 12, 2025
SELL
$24.32 - $27.87 $9,071 - $10,395
-373 Reduced 1.79%
20,510 $543,000
Q1 2025

May 07, 2025
SELL
$27.01 - $28.54 $675 - $713
-25 Reduced 0.12%
20,883 $583,000
Q4 2024

Feb 06, 2025
BUY
$26.93 - $84.95 $374,057 - $1.18 Million
13,890 Added 197.92%
20,908 $571,000
Q3 2024

Nov 12, 2024
BUY
$77.02 - $85.06 $148,956 - $164,506
1,934 Added 38.04%
7,018 $593,000
Q2 2024

Aug 05, 2024
SELL
$75.81 - $80.15 $9,476 - $10,018
-125 Reduced 2.4%
5,084 $395,000
Q1 2024

May 07, 2024
BUY
$75.25 - $80.63 $75 - $80
1 Added 0.02%
5,209 $420,000
Q4 2023

Feb 08, 2024
SELL
$66.9 - $76.32 $11,373 - $12,974
-170 Reduced 3.16%
5,208 $396,000
Q3 2023

Feb 08, 2024
BUY
$70.63 - $75.66 $70 - $75
1 Added 0.02%
5,378 $380,000
Q2 2023

Aug 10, 2023
SELL
$69.18 - $73.94 $8,439 - $9,020
-122 Reduced 2.22%
5,377 $390,000
Q1 2023

May 02, 2023
BUY
$70.28 - $78.03 $140 - $156
2 Added 0.04%
5,499 $402,000
Q4 2022

Feb 07, 2023
BUY
$67.16 - $79.06 $201 - $237
3 Added 0.05%
5,497 $415,000
Q3 2022

Nov 08, 2022
SELL
$66.43 - $77.87 $4,782 - $5,606
-72 Reduced 1.29%
5,494 $408,000
Q2 2022

Aug 04, 2022
BUY
$70.31 - $80.24 $210 - $240
3 Added 0.05%
5,566 $399,000
Q1 2022

Apr 19, 2022
SELL
$75.14 - $81.94 $2,179 - $2,376
-29 Reduced 0.52%
5,563 $439,000
Q4 2021

Jan 11, 2022
BUY
$74.93 - $80.86 $149 - $161
2 Added 0.04%
5,592 $452,000
Q3 2021

Oct 12, 2021
SELL
$74.23 - $78.13 $42,014 - $44,221
-566 Reduced 9.19%
5,590 $415,000
Q2 2021

Aug 03, 2021
SELL
$73.32 - $77.65 $40,912 - $43,328
-558 Reduced 8.31%
6,156 $466,000
Q1 2021

Apr 26, 2021
SELL
$63.23 - $73.67 $8,725 - $10,166
-138 Reduced 2.01%
6,714 $490,000
Q4 2020

Feb 02, 2021
BUY
$54.8 - $65.16 $164 - $195
3 Added 0.04%
6,852 $439,000
Q3 2020

Oct 20, 2020
BUY
$50.37 - $58.54 $8,915 - $10,361
177 Added 2.65%
6,849 $379,000
Q1 2019

May 02, 2019
BUY
N/A
600 Added 9.88%
6,672 $349,000
Q1 2018

May 03, 2018
SELL
N/A
-10 Reduced 0.16%
6,072 $298,000
Q4 2017

Feb 06, 2018
BUY
N/A
6,082
6,082 $311,000

Others Institutions Holding SCHD

# of Institutions
2,023
Shares Held
839M
Call Options Held
4.51M
Put Options Held
2.75M
View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

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