Financial Perspectives, Inc Schwab Strategic Tr Us Dividen Transaction History

Financial Perspectives, Inc

  • $298 Billion
  • Q4 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 26,249 shares of SCHD stock, worth $740,484. This represents 0.24% of its overall portfolio holdings.

Number of Shares
26,249
Previous 6,709 291.25%
Holding current value
$740,484
Previous $567 Million 26.45%
% of portfolio
0.24%
Previous 0.2%

Shares

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

Jan 31, 2025
BUY
$26.93 - $84.95 $526,212 - $1.66 Million
19,540 Added 291.25%
26,249 $717 Million
Q3 2024

Oct 17, 2024
BUY
$77.02 - $85.06 $131,550 - $145,282
1,708 Added 34.15%
6,709 $567 Million
Q2 2024

Aug 09, 2024
BUY
$75.81 - $80.15 $2,274 - $2,404
30 Added 0.6%
5,001 $389 Million
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
$67.16 - $79.06 $805 - $948
12 Added 4.44%
282 $21.3 Million
Q3 2022

Jan 09, 2024
SELL
$66.43 - $77.87 $1,062 - $1,245
-16 Reduced 5.59%
270 $17.9 Million
Q2 2022

Jan 09, 2024
SELL
$70.31 - $80.24 $20,178 - $23,028
-287 Reduced 50.09%
286 $20.5 Million
Q1 2022

Jan 09, 2024
BUY
$75.14 - $81.94 $75 - $81
1 Added 0.17%
573 $45.2 Million
Q4 2021

Jan 09, 2024
BUY
$74.93 - $80.86 $299 - $323
4 Added 0.7%
572 $46.2 Million
Q3 2021

Jan 09, 2024
BUY
$74.23 - $78.13 $74 - $78
1 Added 0.18%
568 $42.2 Million
Q2 2021

Jan 09, 2024
SELL
$73.32 - $77.65 $2.99 Million - $3.16 Million
-40,731 Reduced 98.63%
567 $42.9 Million
Q1 2021

Jan 09, 2024
BUY
$63.23 - $73.67 $2.54 Million - $2.96 Million
40,203 Added 3671.51%
41,298 $566,000
Q4 2020

Jan 09, 2024
BUY
$54.8 - $65.16 $32,003 - $38,053
584 Added 114.29%
1,095 $70.2 Million
Q3 2020

Jan 09, 2024
BUY
$50.37 - $58.54 $8,311 - $9,659
165 Added 47.69%
511 $28.3 Million
Q2 2020

Jan 09, 2024
BUY
$43.56 - $56.5 $2,395 - $3,107
55 Added 18.9%
346 $17.9 Million
Q1 2020

Jan 09, 2024
BUY
$39.5 - $59.28 $8,492 - $12,745
215 Added 282.89%
291 $13.1 Million
Q4 2019

Jan 09, 2024
BUY
$52.87 - $58.15 $4,018 - $4,419
76 New
76 $4.42 Million

Others Institutions Holding SCHD

# of Institutions
1,931
Shares Held
820M
Call Options Held
4.82M
Put Options Held
2.73M
View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

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