Financial Partners Group, LLC Schwab Strategic Tr Us Dividen Transaction History

Financial Partners Group, LLC

$267 Billion
Q3 2024

A detailed history of Financial Partners Group, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Financial Partners Group, LLC holds 7,718 shares of SCHD stock, worth $220,966. This represents 0.24% of its overall portfolio holdings.

Number of Shares

7,718

Previous 8,648 10.75%

Holding current value

$220,966

Previous $672 Million 2.98%

% of portfolio

0.24%

Previous 0.26%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 23, 2024	SELL	$77.02 - $85.06 $71,628 - $79,105	-930 Reduced 10.75%	7,718 $652 Million
Q2 2024 Jul 15, 2024	SELL	$75.81 - $80.15 $303 - $320	-4 Reduced 0.05%	8,648 $672 Million
Q1 2024 Apr 17, 2024	SELL	$75.25 - $80.63 $22,274 - $23,866	-296 Reduced 3.31%	8,652 $698 Million
Q4 2023 Feb 12, 2024	BUY	$66.9 - $76.32 $2,408 - $2,747	36 Added 0.4%	8,948 $681 Million
Q3 2023 Nov 13, 2023	BUY	$70.63 - $75.66 $2,260 - $2,421	32 Added 0.36%	8,912 $631 Million
Q2 2023 Aug 10, 2023	SELL	$69.18 - $73.94 $92,147 - $98,488	-1,332 Reduced 13.04%	8,880 $645 Million
Q1 2023 May 12, 2023	BUY	$70.28 - $78.03 $2,600 - $2,887	37 Added 0.36%	10,212 $747 Million
Q4 2022 Feb 09, 2023	BUY	$67.16 - $79.06 $683,353 - $804,435	10,175 New	10,175 $769 Million

Others Institutions Holding SCHD

# of Institutions

1,752

Shares Held

275M

Call Options Held

1.92M

Put Options Held

1.16M

View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

Ticker SCHD
Sector ETFs
Industry ETFs

More about SCHD

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Financial Partners Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Financial Partners Group, LLC with notifications on news.

Account

Financial Partners Group, LLC Schwab Strategic Tr Us Dividen Transaction History