Disciplined Equity Management, Inc. Schwab Strategic Tr Us Dividen Transaction History

Disciplined Equity Management, Inc.

  • $143 Million
  • Q1 2025

A detailed history of Disciplined Equity Management, Inc. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Disciplined Equity Management, Inc. holds 1,777 shares of SCHD stock, worth $47,445. This represents 0.03% of its overall portfolio holdings.

Number of Shares
1,777
Previous 4,497 60.48%
Holding current value
$47,445
Previous $122,000 59.84%
% of portfolio
0.03%
Previous 0.08%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 14, 2025
SELL
$27.01 - $28.54 $73,467 - $77,628
-2,720 Reduced 60.48%
1,777 $49,000
Q4 2024

Jan 21, 2025
BUY
$26.93 - $84.95 $80,736 - $254,680
2,998 Added 200.0%
4,497 $122,000
Q2 2024

Aug 14, 2024
BUY
$75.81 - $80.15 $113,639 - $120,144
1,499 New
1,499 $116,000

Others Institutions Holding SCHD

# of Institutions
2,000
Shares Held
888M
Call Options Held
4.89M
Put Options Held
2.23M
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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