First Heartland Consultants, Inc. Schwab Strategic Tr Us Dividen Transaction History

First Heartland Consultants, Inc.

  • $963 Million
  • Q1 2024

A detailed history of First Heartland Consultants, Inc. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, First Heartland Consultants, Inc. holds 81,159 shares of SCHD stock, worth $6.31 Million. This represents 0.68% of its overall portfolio holdings.

Number of Shares
81,159
Previous 106,615 23.88%
Holding current value
$6.31 Million
Previous $8.12 Million 19.38%
% of portfolio
0.68%
Previous 0.98%

Shares

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

May 07, 2024
SELL
$75.25 - $80.63 $1.92 Million - $2.05 Million
-25,456 Reduced 23.88%
81,159 $6.54 Million
Q4 2023

Feb 08, 2024
SELL
$66.9 - $76.32 $442,275 - $504,551
-6,611 Reduced 5.84%
106,615 $8.12 Million
Q3 2023

Nov 09, 2023
SELL
$70.63 - $75.66 $3.22 Million - $3.45 Million
-45,660 Reduced 28.74%
113,226 $8.01 Million
Q2 2023

Jul 26, 2023
BUY
$69.18 - $73.94 $663,021 - $708,640
9,584 Added 6.42%
158,886 $11.5 Million
Q1 2023

Apr 17, 2023
BUY
$70.28 - $78.03 $632,520 - $702,270
9,000 Added 6.41%
149,302 $10.9 Million
Q4 2022

Jan 13, 2023
BUY
$73.08 - $79.06 $4.07 Million - $4.4 Million
55,642 Added 65.72%
140,302 $0
Q3 2022

Oct 20, 2022
BUY
N/A
71,266 Added 532.07%
84,660 $5.62 Million
Q2 2022

Jul 12, 2022
BUY
N/A
469 Added 3.63%
13,394 $959,000
Q1 2022

Apr 21, 2022
BUY
N/A
5,483 Added 73.68%
12,925 $1.02 Million
Q4 2021

Feb 11, 2022
BUY
N/A
3,973 Added 114.53%
7,442 $601,000
Q3 2021

Nov 15, 2021
SELL
N/A
-386 Reduced 10.01%
3,469 $258,000
Q2 2021

Aug 16, 2021
SELL
N/A
-121 Reduced 3.04%
3,855 $292,000
Q1 2021

May 17, 2021
SELL
N/A
-10 Reduced 0.25%
3,976 $290,000
Q4 2020

Jan 29, 2021
BUY
N/A
366 Added 10.11%
3,986 $256,000
Q3 2020

Oct 21, 2020
SELL
N/A
-1,834 Reduced 33.63%
3,620 $200,000
Q2 2020

Jul 16, 2020
BUY
N/A
16 Added 0.29%
5,454 $282,000
Q1 2020

May 14, 2020
BUY
N/A
557 Added 11.41%
5,438 $245,000
Q4 2019

Feb 13, 2020
BUY
N/A
587 Added 13.67%
4,881 $283,000
Q3 2019

Nov 18, 2019
SELL
N/A
-37 Reduced 0.85%
4,294 $235,000
Q2 2019

Aug 12, 2019
SELL
N/A
-650 Reduced 13.05%
4,331 $230,000
Q1 2019

May 15, 2019
SELL
N/A
-564 Reduced 10.17%
4,981 $260,000
Q4 2018

Feb 12, 2019
BUY
N/A
5,545 New
5,545 $260,000

Others Institutions Holding SCHD

# of Institutions
1,639
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
  • Industry ETFs
More about SCHD
Track This Portfolio

Track First Heartland Consultants, Inc. Portfolio

Follow First Heartland Consultants, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of First Heartland Consultants, Inc., based on Form 13F filings with the SEC.

News

Stay updated on First Heartland Consultants, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email