A detailed history of Farmers & Merchants Investments Inc transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Farmers & Merchants Investments Inc holds 13,900 shares of SCHD stock, worth $376,412. This represents 0.04% of its overall portfolio holdings.

Number of Shares
13,900
Previous 13,900 -0.0%
Holding current value
$376,412
Previous $1.08 Million 8.7%
% of portfolio
0.04%
Previous 0.04%

Shares

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

Jan 23, 2024

SELL
$66.9 - $76.32 $92,991 - $106,084
-1,390 Reduced 9.09%
13,900 $1.06 Million
Q3 2023

Oct 25, 2023

BUY
$70.63 - $75.66 $353,150 - $378,300
5,000 Added 48.59%
15,290 $1.08 Million
Q2 2023

Aug 01, 2023

BUY
$69.18 - $73.94 $117,606 - $125,698
1,700 Added 19.79%
10,290 $747,000
Q1 2023

May 12, 2023

BUY
$70.28 - $78.03 $35,140 - $39,015
500 Added 6.18%
8,590 $628,000
Q3 2022

Oct 31, 2022

BUY
$66.43 - $77.87 $512,507 - $600,767
7,715 Added 2057.33%
8,090 $537,000
Q2 2021

Jul 16, 2021

SELL
$73.32 - $77.65 $2,052 - $2,174
-28 Reduced 6.95%
375 $28,000
Q1 2021

Apr 14, 2021

BUY
$63.23 - $73.67 $1,770 - $2,062
28 Added 7.47%
403 $29,000
Q4 2018

Jan 24, 2019

SELL
N/A
-333 Reduced 47.03%
375 $18,000
Q3 2018

Oct 30, 2018

BUY
N/A
333 Added 88.8%
708 $38,000
Q2 2018

Jul 23, 2018

BUY
N/A
375 New
375 $18,000

Others Institutions Holding SCHD

About SCHWAB STRATEGIC TR US DIVIDEN


  • Ticker SCHD
  • Sector ETFs
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