Fine Mark National Bank & Trust Schwab Strategic Tr Us Dividen Transaction History

Fine Mark National Bank & Trust

  • $2.84 Billion
  • Q3 2024

A detailed history of Fine Mark National Bank & Trust transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Fine Mark National Bank & Trust holds 8,809 shares of SCHD stock, worth $248,589. This represents 0.03% of its overall portfolio holdings.

Number of Shares
8,809
Previous 5,012 75.76%
Holding current value
$248,589
Previous $389,000 91.26%
% of portfolio
0.03%
Previous 0.01%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024
BUY
$77.02 - $85.06 $292,444 - $322,972
3,797 Added 75.76%
8,809 $744,000
Q2 2024

Aug 02, 2024
SELL
$75.81 - $80.15 $30,778 - $32,540
-406 Reduced 7.49%
5,012 $389,000
Q1 2024

May 14, 2024
BUY
$75.25 - $80.63 $42,140 - $45,152
560 Added 11.53%
5,418 $436,000
Q4 2023

Feb 09, 2024
BUY
$66.9 - $76.32 $26,358 - $30,070
394 Added 8.83%
4,858 $369,000
Q3 2023

Nov 15, 2023
SELL
$70.63 - $75.66 $37,292 - $39,948
-528 Reduced 10.58%
4,464 $315,000
Q2 2023

Aug 11, 2023
BUY
$69.18 - $73.94 $36,596 - $39,114
529 Added 11.85%
4,992 $362,000
Q1 2023

May 08, 2023
BUY
$70.28 - $78.03 $7,168 - $7,959
102 Added 2.34%
4,463 $326,000
Q4 2022

Feb 09, 2023
BUY
$67.16 - $79.06 $292,884 - $344,780
4,361 New
4,361 $329,000
Q2 2022

Aug 09, 2022
SELL
$70.31 - $80.24 $2,671 - $3,049
-38 Reduced 1.27%
2,961 $212,000
Q1 2022

May 16, 2022
SELL
$75.14 - $81.94 $2,404 - $2,622
-32 Reduced 1.06%
2,999 $237,000
Q2 2021

Aug 13, 2021
BUY
$73.32 - $77.65 $222,232 - $235,357
3,031 New
3,031 $229,000

Others Institutions Holding SCHD

# of Institutions
1,786
Shares Held
340M
Call Options Held
1.92M
Put Options Held
1.16M
View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

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