Foster & Motley Inc Schwab Strategic Tr Us Dividen Transaction History

Foster & Motley Inc

  • $1.54 Billion
  • Q4 2024

A detailed history of Foster & Motley Inc transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Foster & Motley Inc holds 10,756 shares of SCHD stock, worth $306,115. This represents 0.02% of its overall portfolio holdings.

Number of Shares
10,756
Previous 3,685 191.89%
Holding current value
$306,115
Previous $311,000 5.47%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Jan 23, 2025
BUY
$26.93 - $84.95 $190,422 - $600,681
7,071 Added 191.89%
10,756 $294,000
Q3 2024

Oct 30, 2024
SELL
$77.02 - $85.06 $66,545 - $73,491
-864 Reduced 18.99%
3,685 $311,000
Q2 2024

Aug 02, 2024
SELL
$75.81 - $80.15 $5,079 - $5,370
-67 Reduced 1.45%
4,549 $354,000
Q1 2024

Apr 18, 2024
SELL
$75.25 - $80.63 $20,844 - $22,334
-277 Reduced 5.66%
4,616 $372,000
Q4 2023

Feb 01, 2024
BUY
$66.9 - $76.32 $22,210 - $25,338
332 Added 7.28%
4,893 $373,000
Q3 2023

Oct 24, 2023
BUY
$70.63 - $75.66 $5,791 - $6,204
82 Added 1.83%
4,561 $323,000
Q2 2023

Aug 08, 2023
BUY
$69.18 - $73.94 $49,186 - $52,571
711 Added 18.87%
4,479 $325,000
Q1 2023

May 09, 2023
SELL
$70.28 - $78.03 $20,381 - $22,628
-290 Reduced 7.15%
3,768 $276,000
Q4 2022

Feb 09, 2023
BUY
$67.16 - $79.06 $29,819 - $35,102
444 Added 12.29%
4,058 $307,000
Q3 2022

Nov 04, 2022
SELL
$66.43 - $77.87 $2,325 - $2,725
-35 Reduced 0.96%
3,614 $240,000
Q2 2022

Aug 09, 2022
BUY
$70.31 - $80.24 $19,264 - $21,985
274 Added 8.12%
3,649 $261,000
Q1 2022

Apr 28, 2022
SELL
$75.14 - $81.94 $118,646 - $129,383
-1,579 Reduced 31.87%
3,375 $266,000
Q4 2021

Jan 25, 2022
BUY
$74.93 - $80.86 $37,240 - $40,187
497 Added 11.15%
4,954 $400,000
Q3 2021

Oct 29, 2021
SELL
$74.23 - $78.13 $176,073 - $185,324
-2,372 Reduced 34.73%
4,457 $331,000
Q2 2021

Jul 20, 2021
BUY
$73.32 - $77.65 $186,379 - $197,386
2,542 Added 59.3%
6,829 $516,000
Q1 2021

Apr 26, 2021
SELL
$63.23 - $73.67 $9,105 - $10,608
-144 Reduced 3.25%
4,287 $313,000
Q4 2020

Feb 01, 2021
BUY
$54.8 - $65.16 $16,988 - $20,199
310 Added 7.52%
4,431 $284,000
Q3 2020

Oct 19, 2020
SELL
$50.37 - $58.54 $98,926 - $114,972
-1,964 Reduced 32.28%
4,121 $228,000
Q2 2020

Jul 20, 2020
SELL
$43.56 - $56.5 $84,767 - $109,949
-1,946 Reduced 24.23%
6,085 $315,000
Q1 2020

Apr 21, 2020
BUY
$39.5 - $59.28 $77,538 - $116,366
1,963 Added 32.35%
8,031 $361,000
Q4 2019

Feb 05, 2020
SELL
$52.87 - $58.15 $8,987 - $9,885
-170 Reduced 2.73%
6,068 $351,000
Q3 2019

Oct 24, 2019
BUY
$54.39 - $55.76 $38,399 - $39,366
706 Added 12.76%
6,238 $342,000
Q2 2019

Jul 17, 2019
SELL
N/A
-11,459 Reduced 67.44%
5,532 $294,000
Q1 2019

May 08, 2019
BUY
N/A
2,674 Added 18.68%
16,991 $888,000
Q4 2018

Jan 30, 2019
BUY
N/A
4,183 Added 41.28%
14,317 $672,000
Q3 2018

Oct 31, 2018
BUY
N/A
1,315 Added 14.91%
10,134 $537,000
Q2 2018

Jul 24, 2018
BUY
N/A
251 Added 2.93%
8,819 $435,000
Q1 2018

May 14, 2018
BUY
N/A
780 Added 10.02%
8,568 $420,000
Q4 2017

Jan 22, 2018
BUY
N/A
3,283 Added 72.87%
7,788 $399,000
Q3 2017

Oct 19, 2017
BUY
N/A
4,505
4,505 $211,000

Others Institutions Holding SCHD

# of Institutions
1,945
Shares Held
825M
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
  • Sector ETFs
  • Industry ETFs
More about SCHD
Track This Portfolio

Track Foster & Motley Inc Portfolio

Follow Foster & Motley Inc 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 Foster & Motley Inc, based on Form 13F filings with the SEC.

News

Stay updated on Foster & Motley Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email