A detailed history of Financial Gravity Companies, Inc. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Financial Gravity Companies, Inc. holds 10,450 shares of SCHD stock, worth $287,166. This represents 0.05% of its overall portfolio holdings.

Number of Shares
10,450
Previous 2,173 380.9%
Holding current value
$287,166
Previous $59.4 Million 366.4%
% of portfolio
0.05%
Previous 0.01%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 08, 2025

BUY
$24.32 - $27.87 $201,296 - $230,679
8,277 Added 380.9%
10,450 $277 Million
Q4 2024

Feb 14, 2025

BUY
$26.93 - $84.95 $50,763 - $160,130
1,885 Added 654.51%
2,173 $59.4 Million
Q3 2024

Nov 14, 2024

BUY
$77.02 - $85.06 $22,181 - $24,497
288 New
288 $24.3 Million

Others Institutions Holding SCHD

About SCHWAB STRATEGIC TR US DIVIDEN


  • Ticker SCHD
  • Sector ETFs
  • Industry ETFs
More about SCHD
Track This Portfolio

Track Financial Gravity Companies, Inc. Portfolio

Follow Financial Gravity Companies, Inc. 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 Financial Gravity Companies, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Financial Gravity Companies, Inc. with notifications on news.