Dowling & Yahnke LLC Schwab Strategic Tr Us Dividen Transaction History

Dowling & Yahnke LLC

  • $215 Million
  • Q3 2022

A detailed history of Dowling & Yahnke LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Dowling & Yahnke LLC holds 4,267 shares of SCHD stock, worth $110,472. This represents 0.13% of its overall portfolio holdings.

Number of Shares
4,267
Previous 4,267 -0.0%
Holding current value
$110,472
Previous $306,000 7.52%
% of portfolio
0.13%
Previous 0.01%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2022

Aug 10, 2022
BUY
$70.31 - $80.24 $70 - $80
1 Added 0.02%
4,267 $306,000
Q1 2022

May 04, 2022
BUY
$75.14 - $81.94 $37,570 - $40,970
500 Added 13.28%
4,266 $337,000
Q4 2021

Feb 10, 2022
BUY
$74.93 - $80.86 $63,915 - $68,973
853 Added 29.28%
3,766 $304,000
Q2 2021

Jul 21, 2021
BUY
$73.32 - $77.65 $213,581 - $226,194
2,913 New
2,913 $220,000

Others Institutions Holding SCHD

# of Institutions
1,995
Shares Held
885M
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
Track This Portfolio

Track Dowling & Yahnke LLC Portfolio

Follow Dowling & Yahnke LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Dowling & Yahnke LLC, based on Form 13F filings with the SEC.

News

Stay updated on Dowling & Yahnke LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email