Focus Financial Network, Inc. Schwab Strategic Tr Us Dividen Transaction History

Focus Financial Network, Inc.

$2.45 Trillion
Q1 2025

A detailed history of Focus Financial Network, Inc. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Focus Financial Network, Inc. holds 3,262,533 shares of SCHD stock, worth $84.2 Million. This represents 3.73% of its overall portfolio holdings.

Number of Shares

3,262,533

Previous 3,183,816 2.47%

Holding current value

$84.2 Million

Previous $87 Billion 4.87%

% of portfolio

3.73%

Previous 3.46%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 15, 2025	BUY	$27.01 - $28.54 $2.13 Million - $2.25 Million	78,717 Added 2.47%	3,262,533 $91.2 Billion
Q4 2024 Jan 29, 2025	BUY	$26.93 - $84.95 $58.1 Million - $183 Million	2,158,136 Added 210.41%	3,183,816 $87 Billion
Q3 2024 Oct 28, 2024	BUY	$77.02 - $85.06 $1.99 Million - $2.19 Million	25,797 Added 2.58%	1,025,680 $86.7 Billion
Q2 2024 Jul 22, 2024	SELL	$75.81 - $80.15 $1.58 Million - $1.67 Million	-20,777 Reduced 2.04%	999,883 $82.3 Billion
Q1 2024 Apr 24, 2024	BUY	$75.25 - $80.63 $76.8 Million - $82.3 Million	1,020,660 New	1,020,660 $77.4 Billion
Q3 2023 Jul 22, 2024	BUY	$70.63 - $75.66 $1.23 Million - $1.32 Million	17,385 Added 1.39%	1,265,457 $89.5 Billion
Q2 2023 Jul 22, 2024	BUY	$69.18 - $73.94 $6.43 Million - $6.87 Million	92,969 Added 8.05%	1,248,072 $90.6 Billion
Q1 2023 Jul 22, 2024	BUY	$70.28 - $78.03 $10.9 Million - $12.1 Million	155,220 Added 15.52%	1,155,103 $84.5 Billion
Q4 2022 Jul 24, 2024	BUY	$67.16 - $79.06 $36.3 Million - $42.7 Million	540,192 Added 87.02%	1,160,976 $87.7 Billion
Q3 2022 Jul 24, 2024	BUY	$66.43 - $77.87 $4.54 Million - $5.32 Million	68,368 Added 6.62%	1,101,220 $73.2 Billion
Q2 2022 Jul 24, 2024	BUY	$70.31 - $80.24 $2.26 Million - $2.58 Million	32,193 Added 3.22%	1,032,852 $74 Billion
Q1 2022 Jul 24, 2024	BUY	$75.14 - $81.94 $73.8 Million - $80.5 Million	982,774 Added 5494.96%	1,000,659 $78.9 Billion
Q4 2021 Jul 24, 2024	BUY	$74.93 - $80.86 $159,376 - $171,989	2,127 Added 13.5%	17,885 $1.45 Billion
Q3 2021 Jul 24, 2024	BUY	$74.23 - $78.13 $44,018 - $46,331	593 Added 3.91%	15,758 $1.17 Billion
Q2 2021 Jul 24, 2024	BUY	$73.32 - $77.65 $2,346 - $2,484	32 Added 0.21%	15,165 $1.15 Billion
Q1 2021 Jul 24, 2024	SELL	$63.23 - $73.67 $45.7 Million - $53.2 Million	-722,190 Reduced 97.95%	15,133 $1.1 Billion
Q4 2020 Jul 24, 2024	BUY	$54.8 - $65.16 $1.22 Million - $1.45 Million	22,285 Added 3.12%	737,323 $47.3 Billion
Q3 2020 Jul 24, 2024	SELL	$50.37 - $58.54 $2.89 Million - $3.35 Million	-57,279 Reduced 7.42%	715,038 $39.5 Billion
Q2 2020 Jul 24, 2024	BUY	$43.56 - $56.5 $1.31 Million - $1.7 Million	30,084 Added 4.05%	772,317 $40 Billion
Q1 2020 Jul 24, 2024	SELL	$39.5 - $59.28 $10.2 Million - $15.3 Million	-257,650 Reduced 25.77%	742,233 $33.4 Billion
Q4 2019 Jul 24, 2024	BUY	$52.87 - $58.15 $465,203 - $511,661	8,799 Added 1.44%	620,784 $36 Billion
Q3 2019 Jul 24, 2024	BUY	$54.39 - $55.76 $1.51 Million - $1.55 Million	27,852 Added 4.77%	611,985 $33.5 Billion
Q2 2019 Jul 24, 2024	BUY	N/A	12,456 Added 2.18%	584,133 $31.2 Billion
Q1 2019 Jul 24, 2024	SELL	N/A	-428,206 Reduced 42.83%	571,677 $29.9 Billion

Others Institutions Holding SCHD

# of Institutions

1,974

Shares Held

839M

Call Options Held

4.82M

Put Options Held

2.73M

View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

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Focus Financial Network, Inc. Schwab Strategic Tr Us Dividen Transaction History