First National Bank Of Mount Dora, Trust Investment Services Schwab Strategic Tr Us Dividen Transaction History

First National Bank Of Mount Dora, Trust Investment Services

  • $412 Million
  • Q4 2024

A detailed history of First National Bank Of Mount Dora, Trust Investment Services transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, First National Bank Of Mount Dora, Trust Investment Services holds 82,452 shares of SCHD stock, worth $2.32 Million. This represents 0.55% of its overall portfolio holdings.

Number of Shares
82,452
Previous 27,484 200.0%
Holding current value
$2.32 Million
Previous $2.32 Million 3.06%
% of portfolio
0.55%
Previous 0.55%

Shares

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

Jan 15, 2025
BUY
$26.93 - $84.95 $1.48 Million - $4.67 Million
54,968 Added 200.0%
82,452 $2.25 Million
Q2 2023

Jul 07, 2023
SELL
$69.18 - $73.94 $11,414 - $12,200
-165 Reduced 0.6%
27,484 $2 Million
Q2 2022

Jul 13, 2022
BUY
$70.31 - $80.24 $13,780 - $15,727
196 Added 0.71%
27,649 $1.98 Million
Q1 2022

Apr 06, 2022
BUY
$75.14 - $81.94 $12,398 - $13,520
165 Added 0.6%
27,453 $2.17 Million
Q1 2021

Apr 05, 2021
BUY
$63.23 - $73.67 $419,720 - $489,021
6,638 Added 32.15%
27,288 $1.99 Million
Q4 2020

Jan 06, 2021
SELL
$54.8 - $65.16 $137,000 - $162,900
-2,500 Reduced 10.8%
20,650 $1.33 Million
Q3 2020

Oct 08, 2020
BUY
$50.37 - $58.54 $22,666 - $26,343
450 Added 1.98%
23,150 $1.28 Million
Q1 2020

Apr 03, 2020
BUY
$39.5 - $59.28 $233,050 - $349,752
5,900 Added 35.12%
22,700 $1.02 Million
Q4 2018

Jan 03, 2019
BUY
N/A
2,800 Added 20.0%
16,800 $790,000
Q4 2017

Jan 08, 2018
BUY
N/A
14,000
14,000 $716,000

Others Institutions Holding SCHD

# of Institutions
1,794
Shares Held
371M
Call Options Held
1.92M
Put Options Held
1.16M
View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

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