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

Financial Partners Group, LLC

  • $258 Billion
  • Q1 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 8,652 shares of SCHD stock, worth $673,731. This represents 0.27% of its overall portfolio holdings.

Number of Shares
8,652
Previous 8,948 3.31%
Holding current value
$673,731
Previous $681 Million 2.41%
% of portfolio
0.27%
Previous 0.31%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
$73.08 - $79.06 $743,589 - $804,435
10,175 New
10,175 $769 Million

Others Institutions Holding SCHD

# of Institutions
1,647
Shares Held
271M
Call Options Held
1.95M
Put Options Held
715K
View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

SCHD Quotes by TradingView
  • Ticker SCHD
  • Sector ETFs
  • Industry ETFs
More about SCHD
Track This Portfolio

Track Financial Partners Group, LLC Portfolio

Follow Financial Partners Group, LLC 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 Partners Group, LLC, based on Form 13F filings with the SEC.

News

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

Choose your preferred platform and Sign Up 👇 Telegram Email