First Wilshire Securities Management Inc Schwab Strategic Tr Us Dividen Transaction History

First Wilshire Securities Management Inc

  • $368 Million
  • Q4 2024

A detailed history of First Wilshire Securities Management Inc transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, First Wilshire Securities Management Inc holds 43,875 shares of SCHD stock, worth $1.23 Million. This represents 0.33% of its overall portfolio holdings.

Number of Shares
43,875
Previous 14,625 200.0%
Holding current value
$1.23 Million
Previous $1.24 Million 2.99%
% of portfolio
0.33%
Previous 0.35%

Shares

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

Feb 12, 2025
BUY
$26.93 - $84.95 $787,702 - $2.48 Million
29,250 Added 200.0%
43,875 $1.2 Million
Q3 2021

Nov 15, 2021
BUY
$74.23 - $78.13 $118,768 - $125,008
1,600 Added 12.28%
14,625 $1.09 Million
Q1 2021

May 17, 2021
BUY
$63.23 - $73.67 $151,752 - $176,808
2,400 Added 22.59%
13,025 $950,000
Q4 2020

Feb 17, 2021
BUY
$54.8 - $65.16 $312,360 - $371,412
5,700 Added 115.74%
10,625 $681,000
Q3 2020

Nov 16, 2020
BUY
$50.37 - $58.54 $248,072 - $288,309
4,925 New
4,925 $272,000
Q1 2020

May 15, 2020
SELL
$39.5 - $59.28 $145,162 - $217,854
-3,675 Closed
0 $0
Q3 2019

Nov 14, 2019
BUY
$54.39 - $55.76 $199,883 - $204,918
3,675 New
3,675 $201,000
Q1 2018

May 15, 2018
SELL
N/A
-3,975 Closed
0 $0
Q4 2017

Feb 15, 2018
BUY
N/A
3,975
3,975 $203,000

Others Institutions Holding SCHD

# of Institutions
1,940
Shares Held
824M
Call Options Held
4.82M
Put Options Held
2.73M
View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

SCHD Quotes by TradingView
  • Ticker SCHD
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More about SCHD
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