Fsb Premier Wealth Management, Inc. Schwab Strategic Tr Us Dividen Transaction History

Fsb Premier Wealth Management, Inc.

$234 Million
Q3 2024

A detailed history of Fsb Premier Wealth Management, Inc. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Fsb Premier Wealth Management, Inc. holds 7,767 shares of SCHD stock, worth $210,330. This represents 0.28% of its overall portfolio holdings.

Number of Shares

7,767

Previous 7,912 1.83%

Holding current value

$210,330

Previous $615,000 6.67%

% of portfolio

0.28%

Previous 0.29%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	SELL	$77.02 - $85.06 $11,167 - $12,333	-145 Reduced 1.83%	7,767 $656,000
Q2 2024 Aug 02, 2024	SELL	$75.81 - $80.15 $23,501 - $24,846	-310 Reduced 3.77%	7,912 $615,000
Q1 2024 May 10, 2024	SELL	$75.25 - $80.63 $6,321 - $6,772	-84 Reduced 1.01%	8,222 $662,000
Q4 2023 Feb 08, 2024	BUY	$66.9 - $76.32 $12,175 - $13,890	182 Added 2.24%	8,306 $632,000
Q3 2023 Nov 14, 2023	SELL	$70.63 - $75.66 $4,237 - $4,539	-60 Reduced 0.73%	8,124 $574,000
Q2 2023 Aug 11, 2023	SELL	$69.18 - $73.94 $2,075 - $2,218	-30 Reduced 0.37%	8,184 $594,000
Q1 2023 May 04, 2023	BUY	$70.28 - $78.03 $14,618 - $16,230	208 Added 2.6%	8,214 $600,000
Q4 2022 Feb 06, 2023	BUY	$67.16 - $79.06 $66,488 - $78,269	990 Added 14.11%	8,006 $604,000
Q3 2022 Nov 23, 2022	BUY	$66.43 - $77.87 $466,072 - $546,335	7,016 New	7,016 $466,000

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

Ticker SCHD
Sector ETFs
Industry ETFs

More about SCHD

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Fsb Premier Wealth Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Fsb Premier Wealth Management, Inc. with notifications on news.

Account

Fsb Premier Wealth Management, Inc. Schwab Strategic Tr Us Dividen Transaction History