Ehrlich Financial Group Schwab Strategic Tr Us Dividen Transaction History

Ehrlich Financial Group

  • $140 Billion
  • Q3 2024

A detailed history of Ehrlich Financial Group transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Ehrlich Financial Group holds 15,183 shares of SCHD stock, worth $418,747. This represents 0.92% of its overall portfolio holdings.

Number of Shares
15,183
Previous 14,611 3.91%
Holding current value
$418,747
Previous $1.14 Billion 12.96%
% of portfolio
0.92%
Previous 0.9%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 07, 2024
BUY
$77.02 - $85.06 $44,055 - $48,654
572 Added 3.91%
15,183 $1.28 Billion
Q2 2024

Jul 12, 2024
SELL
$75.81 - $80.15 $756,280 - $799,576
-9,976 Reduced 40.57%
14,611 $1.14 Billion
Q1 2024

Apr 15, 2024
BUY
$75.25 - $80.63 $44,472 - $47,652
591 Added 2.46%
24,587 $1.98 Billion
Q4 2023

Feb 13, 2024
BUY
$66.9 - $76.32 $1.61 Million - $1.83 Million
23,996 New
23,996 $1.83 Billion

Others Institutions Holding SCHD

# of Institutions
1,761
Shares Held
276M
Call Options Held
1.92M
Put Options Held
1.16M
View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

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