Financial Perspectives, Inc Schwab Strategic Tr Us Dividen Transaction History

Financial Perspectives, Inc

  • $264 Billion
  • Q1 2024

A detailed history of Financial Perspectives, Inc transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Financial Perspectives, Inc holds 4,971 shares of SCHD stock, worth $385,003. This represents 0.15% of its overall portfolio holdings.

Number of Shares
4,971
Previous 4,532 9.69%
Holding current value
$385,003
Previous $345 Million 16.18%
% of portfolio
0.15%
Previous 0.14%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 19, 2024
BUY
$75.25 - $80.63 $33,034 - $35,396
439 Added 9.69%
4,971 $401 Million
Q4 2023

Feb 01, 2024
BUY
$66.9 - $76.32 $54,322 - $61,971
812 Added 21.83%
4,532 $345 Million
Q3 2023

Jan 09, 2024
BUY
$70.63 - $75.66 $242,614 - $259,892
3,435 Added 1205.26%
3,720 $263 Million
Q2 2023

Jan 09, 2024
BUY
$69.18 - $73.94 $69 - $73
1 Added 0.35%
285 $20.7 Million
Q1 2023

Jan 09, 2024
BUY
$70.28 - $78.03 $140 - $156
2 Added 0.71%
284 $20.7 Million
Q4 2022

Jan 09, 2024
BUY
$73.08 - $79.06 $876 - $948
12 Added 4.44%
282 $21.3 Million
Q3 2022

Jan 09, 2024
SELL
N/A
-16 Reduced 5.59%
270 $17.9 Million
Q2 2022

Jan 09, 2024
SELL
N/A
-287 Reduced 50.09%
286 $20.5 Million
Q1 2022

Jan 09, 2024
BUY
N/A
1 Added 0.17%
573 $45.2 Million
Q4 2021

Jan 09, 2024
BUY
N/A
4 Added 0.7%
572 $46.2 Million
Q3 2021

Jan 09, 2024
BUY
N/A
1 Added 0.18%
568 $42.2 Million
Q2 2021

Jan 09, 2024
SELL
N/A
-40,731 Reduced 98.63%
567 $42.9 Million
Q1 2021

Jan 09, 2024
BUY
N/A
40,203 Added 3671.51%
41,298 $566,000
Q4 2020

Jan 09, 2024
BUY
N/A
584 Added 114.29%
1,095 $70.2 Million
Q3 2020

Jan 09, 2024
BUY
N/A
165 Added 47.69%
511 $28.3 Million
Q2 2020

Jan 09, 2024
BUY
N/A
55 Added 18.9%
346 $17.9 Million
Q1 2020

Jan 09, 2024
BUY
N/A
215 Added 282.89%
291 $13.1 Million
Q4 2019

Jan 09, 2024
BUY
N/A
76 New
76 $4.42 Million

Others Institutions Holding SCHD

# of Institutions
1,641
Shares Held
271M
Call Options Held
1.95M
Put Options Held
715K
View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

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More about SCHD
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