A detailed history of Financial Designs Corp transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Financial Designs Corp holds 40,042 shares of SCHD stock, worth $1.1 Million. This represents 2.18% of its overall portfolio holdings.

Number of Shares
40,042
Previous 41,243 2.91%
Holding current value
$1.1 Million
Previous $3.21 Billion 5.54%
% of portfolio
2.18%
Previous 2.2%

Shares

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

Oct 18, 2024

SELL
$77.02 - $85.06 $92,501 - $102,157
-1,201 Reduced 2.91%
40,042 $3.38 Billion
Q2 2024

Jul 15, 2024

SELL
$75.81 - $80.15 $49,049 - $51,857
-647 Reduced 1.54%
41,243 $3.21 Billion
Q1 2024

Apr 12, 2024

BUY
$75.25 - $80.63 $3.15 Million - $3.38 Million
41,890 New
41,890 $3.38 Billion
Q3 2023

Oct 31, 2023

BUY
$70.63 - $75.66 $280,471 - $300,445
3,971 New
3,971 $281 Million

Others Institutions Holding SCHD

About SCHWAB STRATEGIC TR US DIVIDEN


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