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

Financial Partners Group, LLC

$241 Billion
Q4 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 23,228 shares of SCHD stock, worth $640,628. This represents 0.26% of its overall portfolio holdings.

Number of Shares

23,228

Previous 7,718 200.96%

Holding current value

$640,628

Previous $652 Million 2.73%

% of portfolio

0.26%

Previous 0.24%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 17, 2025	BUY	$26.93 - $84.95 $417,684 - $1.32 Million	15,510 Added 200.96%	23,228 $635 Million
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

1,952

Shares Held

849M

Call Options Held

4.82M

Put Options Held

2.73M

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About SCHWAB STRATEGIC TR US DIVIDEN

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