Dfpg Investments, LLC Schwab Strategic Tr Us Dividen Transaction History

Dfpg Investments, LLC

  • $1.29 Billion
  • Q4 2023

A detailed history of Dfpg Investments, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Dfpg Investments, LLC holds 7,291 shares of SCHD stock, worth $561,552. This represents 0.04% of its overall portfolio holdings.

Number of Shares
7,291
Previous 3,839 89.92%
Holding current value
$561,552
Previous $271,000 104.8%
% of portfolio
0.04%
Previous 0.03%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 09, 2024
BUY
$66.9 - $76.32 $230,938 - $263,456
3,452 Added 89.92%
7,291 $555,000
Q3 2023

Nov 13, 2023
BUY
$70.63 - $75.66 $14,126 - $15,132
200 Added 5.5%
3,839 $271,000
Q2 2023

Jul 24, 2023
SELL
$69.18 - $73.94 $339,051 - $362,379
-4,901 Reduced 57.39%
3,639 $264,000
Q1 2023

Apr 10, 2023
BUY
$70.28 - $78.03 $282,595 - $313,758
4,021 Added 88.98%
8,540 $624,000
Q4 2022

Feb 02, 2023
BUY
$73.08 - $79.06 $112,177 - $121,357
1,535 Added 51.44%
4,519 $341,000
Q3 2022

Oct 24, 2022
SELL
N/A
-15 Reduced 0.5%
2,984 $209,000
Q2 2022

Aug 01, 2022
SELL
N/A
-27 Reduced 0.89%
2,999 $214,000
Q1 2022

Apr 22, 2022
SELL
N/A
-9 Reduced 0.3%
3,026 $240,000
Q4 2021

Jan 31, 2022
BUY
N/A
3,035 New
3,035 $239,000
Q3 2020

Oct 13, 2020
SELL
N/A
-5,637 Closed
0 $0
Q2 2020

Jul 13, 2020
BUY
N/A
82 Added 1.48%
5,637 $290,000
Q1 2020

Apr 17, 2020
BUY
N/A
117 Added 2.15%
5,555 $268,000
Q4 2019

Feb 04, 2020
BUY
N/A
1 Added 0.02%
5,438 $318,000
Q3 2019

Oct 15, 2019
BUY
N/A
2 Added 0.04%
5,437 $287,000
Q2 2019

Jul 30, 2019
BUY
N/A
1 Added 0.02%
5,435 $290,000
Q1 2019

Apr 10, 2019
BUY
N/A
1 Added 0.02%
5,434 $289,000
Q4 2018

Jan 22, 2019
BUY
N/A
5,433 New
5,433 $255,000

Others Institutions Holding SCHD

# of Institutions
1,645
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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