A detailed history of Busey Wealth Management transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Busey Wealth Management holds 4,467 shares of SCHD stock, worth $344,048. This represents 0.01% of its overall portfolio holdings.

Number of Shares
4,467
Previous 2,635 69.53%
Holding current value
$344,048
Previous $200,000 80.0%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Apr 23, 2024

BUY
$75.25 - $80.63 $137,858 - $147,714
1,832 Added 69.53%
4,467 $360,000
Q4 2023

Jan 25, 2024

BUY
$66.9 - $76.32 $176,281 - $201,103
2,635 New
2,635 $200,000
Q4 2020

Jan 20, 2021

SELL
N/A
-3,820 Closed
0 $0
Q3 2020

Oct 16, 2020

SELL
N/A
-240 Reduced 5.91%
3,820 $211,000
Q2 2020

Jul 21, 2020

BUY
N/A
4,060 New
4,060 $210,000
Q1 2020

Apr 17, 2020

SELL
N/A
-4,525 Closed
0 $0
Q4 2019

Feb 11, 2020

BUY
N/A
51 Added 1.14%
4,525 $262,000
Q3 2019

Nov 12, 2019

BUY
N/A
4,474 New
4,474 $245,000

Others Institutions Holding SCHD

About SCHWAB STRATEGIC TR US DIVIDEN


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