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 $45,413. This represents 0.03% of its overall portfolio holdings.

Number of Shares
1,677
Previous 1,677 -0.0%
Holding current value
$45,413
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
1,760
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
  • Industry ETFs
More about SCHD
Track This Portfolio

Track First Personal Financial Services Portfolio

Follow First Personal Financial Services 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 Personal Financial Services, based on Form 13F filings with the SEC.

News

Stay updated on First Personal Financial Services with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email