Financial Sense Advisors, Inc. Schwab Strategic Tr Us Dividen Transaction History

Financial Sense Advisors, Inc.

  • $294 Million
  • Q1 2024

A detailed history of Financial Sense Advisors, Inc. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Financial Sense Advisors, Inc. holds 81,907 shares of SCHD stock, worth $6.34 Million. This represents 2.24% of its overall portfolio holdings.

Number of Shares
81,907
Holding current value
$6.34 Million
% of portfolio
2.24%

Shares

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

Apr 19, 2024
BUY
$75.25 - $80.63 $6.16 Million - $6.6 Million
81,907 New
81,907 $6.6 Million
Q2 2022

Jul 18, 2022
SELL
N/A
-2,879 Closed
0 $0
Q1 2022

May 05, 2022
BUY
N/A
2,879 New
2,879 $227,000
Q2 2021

Jul 29, 2021
SELL
N/A
-4,788 Closed
0 $0
Q1 2021

Apr 28, 2021
SELL
N/A
-908 Reduced 15.94%
4,788 $349,000
Q4 2020

Feb 03, 2021
SELL
N/A
-313 Reduced 5.21%
5,696 $365,000
Q3 2020

Oct 21, 2020
SELL
N/A
-632 Reduced 9.52%
6,009 $332,000
Q2 2020

Jul 20, 2020
BUY
N/A
421 Added 6.77%
6,641 $344,000
Q1 2020

Apr 20, 2020
SELL
N/A
-25,671 Reduced 80.5%
6,220 $280,000
Q4 2019

Jan 23, 2020
SELL
N/A
-16,316 Reduced 33.85%
31,891 $1.85 Million
Q3 2019

Nov 08, 2019
SELL
N/A
-252,438 Reduced 83.97%
48,207 $2.64 Million
Q2 2019

Aug 02, 2019
BUY
N/A
33,405 Added 12.5%
300,645 $16 Million
Q1 2019

May 06, 2019
SELL
N/A
-6,836 Reduced 2.49%
267,240 $14 Million
Q4 2018

Feb 07, 2019
BUY
N/A
20,332 Added 8.01%
274,076 $12.9 Million
Q3 2018

Nov 01, 2018
SELL
N/A
-4,318 Reduced 1.67%
253,744 $13.4 Million
Q2 2018

Jul 26, 2018
BUY
N/A
39,566 Added 18.11%
258,062 $12.7 Million
Q1 2018

Apr 30, 2018
BUY
N/A
9,704 Added 4.65%
218,496 $10.7 Million
Q4 2017

Feb 09, 2018
BUY
N/A
42,194 Added 25.33%
208,792 $10.7 Million
Q3 2017

Oct 24, 2017
BUY
N/A
166,598
166,598 $7.8 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

SCHD Quotes by TradingView
  • Ticker SCHD
  • Sector ETFs
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More about SCHD
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