Financial Insights, Inc. Schwab Strategic Tr Us Dividen Transaction History

Financial Insights, Inc.

  • $255 Million
  • Q4 2024

A detailed history of Financial Insights, Inc. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Financial Insights, Inc. holds 884,707 shares of SCHD stock, worth $25.2 Million. This represents 9.48% of its overall portfolio holdings.

Number of Shares
884,707
Previous 281,725 214.03%
Holding current value
$25.2 Million
Previous $23.8 Million 1.49%
% of portfolio
9.48%
Previous 7.86%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Mar 05, 2025
BUY
$26.93 - $84.95 $16.2 Million - $51.2 Million
602,982 Added 214.03%
884,707 $24.2 Million
Q3 2024

Oct 22, 2024
SELL
$77.02 - $85.06 $38,587 - $42,615
-501 Reduced 0.18%
281,725 $23.8 Million
Q2 2024

Jul 16, 2024
BUY
$75.81 - $80.15 $242,819 - $256,720
3,203 Added 1.15%
282,226 $21.9 Million
Q1 2024

Apr 25, 2024
SELL
$75.25 - $80.63 $1.01 Million - $1.09 Million
-13,487 Reduced 4.61%
279,023 $22.5 Million
Q4 2023

Jan 24, 2024
BUY
$66.9 - $76.32 $829,158 - $945,910
12,394 Added 4.42%
292,510 $22.3 Million
Q3 2023

Dec 06, 2023
BUY
$70.63 - $75.66 $5.23 Million - $5.6 Million
74,035 Added 33.14%
297,460 $21 Million
Q2 2023

Jan 24, 2024
SELL
$69.18 - $73.94 $1.2 Million - $1.28 Million
-17,344 Reduced 5.83%
280,116 $20.3 Million
Q1 2023

Apr 17, 2023
BUY
$70.28 - $78.03 $5.8 Million - $6.44 Million
82,488 Added 58.53%
223,425 $16.3 Million
Q4 2022

Feb 09, 2023
BUY
$67.16 - $79.06 $4.52 Million - $5.33 Million
67,354 Added 91.53%
140,937 $10.6 Million
Q3 2022

Oct 26, 2022
BUY
$66.43 - $77.87 $4.89 Million - $5.73 Million
73,583 New
73,583 $4.89 Million

Others Institutions Holding SCHD

# of Institutions
1,944
Shares Held
825M
Call Options Held
4.82M
Put Options Held
2.73M
View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

SCHD Quotes by TradingView
  • Ticker SCHD
  • Sector ETFs
  • Industry ETFs
More about SCHD
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