A detailed history of Bfsg, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Bfsg, LLC holds 37,058 shares of SCHD stock, worth $1 Million. This represents 0.37% of its overall portfolio holdings.

Number of Shares
37,058
Previous 18,261 102.94%
Holding current value
$1 Million
Previous $1.42 Million 120.72%
% of portfolio
0.37%
Previous 0.18%

Shares

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

Oct 16, 2024

BUY
$77.02 - $85.06 $1.45 Million - $1.6 Million
18,797 Added 102.94%
37,058 $3.13 Million
Q2 2024

Jul 29, 2024

BUY
$75.81 - $80.15 $1.15 Million - $1.22 Million
15,226 Added 501.68%
18,261 $1.42 Million
Q1 2024

Apr 23, 2024

SELL
$75.25 - $80.63 $60,275 - $64,584
-801 Reduced 20.88%
3,035 $244,000
Q4 2023

Feb 01, 2024

SELL
$66.9 - $76.32 $2,007 - $2,289
-30 Reduced 0.78%
3,836 $292,000
Q2 2023

Aug 07, 2023

BUY
$69.18 - $73.94 $267,449 - $285,852
3,866 New
3,866 $281,000

Others Institutions Holding SCHD

About SCHWAB STRATEGIC TR US DIVIDEN


  • Ticker SCHD
  • Sector ETFs
  • Industry ETFs
More about SCHD
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