Demars Financial Group, LLC Schwab Strategic Tr Us Dividen Transaction History

Demars Financial Group, LLC

$214 Million
Q3 2024

A detailed history of Demars Financial Group, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Demars Financial Group, LLC holds 10,181 shares of SCHD stock, worth $284,966. This represents 0.4% of its overall portfolio holdings.

Number of Shares

10,181

Previous 10,181 -0.0%

Holding current value

$284,966

Previous $791,000 8.72%

% of portfolio

0.4%

Previous 0.39%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 19, 2024	BUY	$75.81 - $80.15 $606 - $641	8 Added 0.08%	10,181 $791,000
Q1 2024 Apr 24, 2024	BUY	$75.25 - $80.63 $765,518 - $820,248	10,173 New	10,173 $820,000
Q2 2022 Jul 22, 2022	SELL	$70.31 - $80.24 $47,248 - $53,921	-672 Reduced 17.55%	3,156 $226,000
Q1 2022 Apr 27, 2022	SELL	$75.14 - $81.94 $361,273 - $393,967	-4,808 Reduced 55.67%	3,828 $302,000
Q4 2021 Feb 02, 2022	BUY	$74.93 - $80.86 $34,093 - $36,791	455 Added 5.56%	8,636 $698,000
Q3 2021 Oct 15, 2021	SELL	$74.23 - $78.13 $104,886 - $110,397	-1,413 Reduced 14.73%	8,181 $607,000
Q2 2021 Jul 16, 2021	BUY	$73.32 - $77.65 $18,036 - $19,101	246 Added 2.63%	9,594 $725,000
Q1 2021 Apr 13, 2021	BUY	$63.23 - $73.67 $7,271 - $8,472	115 Added 1.25%	9,348 $682,000
Q4 2020 Jan 25, 2021	BUY	$54.8 - $65.16 $274 - $325	5 Added 0.05%	9,233 $592,000
Q3 2020 Oct 21, 2020	BUY	$50.37 - $58.54 $37,727 - $43,846	749 Added 8.83%	9,228 $510,000
Q2 2020 Aug 11, 2020	BUY	$43.56 - $56.5 $369,345 - $479,063	8,479 New	8,479 $439,000

Others Institutions Holding SCHD

# of Institutions

1,786

Shares Held

340M

Call Options Held

1.92M

Put Options Held

1.16M

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About SCHWAB STRATEGIC TR US DIVIDEN

Ticker SCHD
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Demars Financial Group, LLC Schwab Strategic Tr Us Dividen Transaction History