Fin Trust Capital Advisors, LLC Schwab Strategic Tr Us Dividen Transaction History

Fin Trust Capital Advisors, LLC

  • $577 Million
  • Q3 2024

A detailed history of Fin Trust Capital Advisors, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Fin Trust Capital Advisors, LLC holds 6,208 shares of SCHD stock, worth $168,112. This represents 0.09% of its overall portfolio holdings.

Number of Shares
6,208
Previous 6,172 0.58%
Holding current value
$168,112
Previous $479,000 9.39%
% of portfolio
0.09%
Previous 0.09%

Shares

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

Oct 11, 2024
BUY
$77.02 - $85.06 $2,772 - $3,062
36 Added 0.58%
6,208 $524,000
Q2 2024

Jul 24, 2024
BUY
$75.81 - $80.15 $8,793 - $9,297
116 Added 1.92%
6,172 $479,000
Q1 2024

May 02, 2024
BUY
$75.25 - $80.63 $903 - $967
12 Added 0.2%
6,056 $488,000
Q4 2023

Feb 13, 2024
SELL
$66.9 - $76.32 $8,964 - $10,226
-134 Reduced 2.17%
6,044 $460,000
Q3 2023

Oct 24, 2023
BUY
$70.63 - $75.66 $194,656 - $208,518
2,756 Added 80.54%
6,178 $437,000
Q4 2022

Feb 14, 2023
BUY
$67.16 - $79.06 $26,931 - $31,703
401 Added 13.27%
3,422 $258,000
Q3 2022

Oct 20, 2022
BUY
$66.43 - $77.87 $57,063 - $66,890
859 Added 39.73%
3,021 $211,000
Q2 2022

Jul 26, 2022
SELL
$70.31 - $80.24 $29,952 - $34,182
-426 Reduced 16.46%
2,162 $156,000
Q1 2022

May 03, 2022
BUY
$75.14 - $81.94 $24,946 - $27,204
332 Added 14.72%
2,588 $204,000
Q1 2021

May 17, 2021
BUY
$63.23 - $73.67 $28,263 - $32,930
447 Added 24.71%
2,256 $165,000
Q4 2020

Feb 16, 2021
BUY
$54.8 - $65.16 $22,851 - $27,171
417 Added 29.96%
1,809 $116,000
Q3 2020

Nov 10, 2020
BUY
$50.37 - $58.54 $28,509 - $33,133
566 Added 68.52%
1,392 $77,000
Q2 2020

Sep 11, 2020
BUY
$43.56 - $56.5 $35,980 - $46,669
826 New
826 $43,000
Q2 2020

Aug 14, 2020
SELL
$43.56 - $56.5 $14,113 - $18,306
-324 Closed
0 $0
Q1 2020

May 15, 2020
BUY
$39.5 - $59.28 $158 - $237
4 Added 1.25%
324 $15,000
Q4 2019

Jan 23, 2020
SELL
$52.87 - $58.15 $7,613 - $8,373
-144 Reduced 31.03%
320 $19,000
Q3 2019

Oct 29, 2019
BUY
$54.39 - $55.76 $217 - $223
4 Added 0.87%
464 $25,000
Q1 2019

May 09, 2019
SELL
N/A
-2,103 Reduced 82.05%
460 $24,000
Q4 2018

Feb 11, 2019
BUY
N/A
2,563 New
2,563 $120,000

Others Institutions Holding SCHD

# of Institutions
1,759
Shares Held
276M
Call Options Held
1.92M
Put Options Held
1.16M
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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