A detailed history of Frisch Financial Group, Inc. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Frisch Financial Group, Inc. holds 11,576 shares of SCHD stock, worth $317,298. This represents 0.08% of its overall portfolio holdings.

Number of Shares
11,576
Previous 10,408 11.22%
Holding current value
$317,298
Previous $291,000 5.5%
% of portfolio
0.08%
Previous 0.08%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025

BUY
$24.32 - $27.87 $28,405 - $32,552
1,168 Added 11.22%
11,576 $307,000
Q1 2025

May 14, 2025

BUY
$27.01 - $28.54 $7,211 - $7,620
267 Added 2.63%
10,408 $291,000
Q4 2024

Feb 14, 2025

BUY
$26.93 - $84.95 $178,384 - $562,708
6,624 Added 188.34%
10,141 $277,000
Q3 2024

Nov 14, 2024

BUY
$77.02 - $85.06 $270,879 - $299,156
3,517 New
3,517 $297,000

Others Institutions Holding SCHD

About SCHWAB STRATEGIC TR US DIVIDEN


  • Ticker SCHD
  • Sector ETFs
  • Industry ETFs
More about SCHD
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