First Personal Financial Services Schwab Strategic Tr Us Dividen Transaction History

First Personal Financial Services

  • $472 Million
  • Q3 2024

A detailed history of First Personal Financial Services transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, First Personal Financial Services holds 1,677 shares of SCHD stock, worth $48,012. This represents 0.03% of its overall portfolio holdings.

Number of Shares
1,677
Previous 1,677 -0.0%
Holding current value
$48,012
Previous $130,000 8.46%
% of portfolio
0.03%
Previous 0.03%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2023

Apr 24, 2023
SELL
$70.28 - $78.03 $17,570 - $19,507
-250 Reduced 12.97%
1,677 $122,000
Q4 2022

Jan 27, 2023
SELL
$67.16 - $79.06 $3,358 - $3,953
-50 Reduced 2.53%
1,927 $0
Q1 2022

May 02, 2022
SELL
$75.14 - $81.94 $4,583 - $4,998
-61 Reduced 2.99%
1,977 $156,000
Q4 2021

Feb 04, 2022
SELL
$74.93 - $80.86 $7,493 - $8,086
-100 Reduced 4.68%
2,038 $165,000
Q1 2019

Apr 22, 2019
BUY
N/A
1,783 Added 502.25%
2,138 $112,000
Q4 2018

Jan 30, 2019
SELL
N/A
-25 Reduced 6.58%
355 $17,000
Q3 2017

Nov 01, 2017
BUY
N/A
380
380 $18,000

Others Institutions Holding SCHD

# of Institutions
1,751
Shares Held
275M
Call Options Held
1.92M
Put Options Held
1.16M
View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

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More about SCHD
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