A detailed history of Financial Engines Advisors L.L.C. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Financial Engines Advisors L.L.C. holds 9,016 shares of SCHD stock, worth $258,128. This represents 0.0% of its overall portfolio holdings.

Number of Shares
9,016
Previous 9,303 3.09%
Holding current value
$258,128
Previous $723,000 5.39%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 12, 2024

SELL
$77.02 - $85.06 $22,104 - $24,412
-287 Reduced 3.09%
9,016 $762,000
Q2 2024

Aug 14, 2024

SELL
$75.81 - $80.15 $226,141 - $239,087
-2,983 Reduced 24.28%
9,303 $723,000
Q1 2024

May 13, 2024

SELL
$75.25 - $80.63 $18,135 - $19,431
-241 Reduced 1.92%
12,286 $990,000
Q4 2023

Feb 13, 2024

BUY
$66.9 - $76.32 $44,154 - $50,371
660 Added 5.56%
12,527 $953,000
Q3 2023

Nov 09, 2023

BUY
$70.63 - $75.66 $85,956 - $92,078
1,217 Added 11.43%
11,867 $839,000
Q2 2023

Aug 11, 2023

SELL
$69.18 - $73.94 $23,867 - $25,509
-345 Reduced 3.14%
10,650 $773,000
Q1 2023

May 12, 2023

BUY
$70.28 - $78.03 $158,832 - $176,347
2,260 Added 25.87%
10,995 $804,000
Q4 2022

Feb 14, 2023

BUY
$67.16 - $79.06 $11,350 - $13,361
169 Added 1.97%
8,735 $659,000
Q3 2022

Nov 10, 2022

BUY
$66.43 - $77.87 $193,112 - $226,368
2,907 Added 51.37%
8,566 $569,000
Q2 2022

Aug 11, 2022

BUY
$70.31 - $80.24 $207,484 - $236,788
2,951 Added 108.97%
5,659 $405,000
Q1 2022

May 12, 2022

BUY
$75.14 - $81.94 $203,479 - $221,893
2,708 New
2,708 $214,000
Q4 2018

Feb 08, 2019

SELL
N/A
-113 Closed
0 $0
Q3 2018

Nov 02, 2018

BUY
N/A
113 New
113 $6,000

Others Institutions Holding SCHD

About SCHWAB STRATEGIC TR US DIVIDEN


  • Ticker SCHD
  • Sector ETFs
  • Industry ETFs
More about SCHD
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