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

Fsb Premier Wealth Management, Inc.

$215 Million
Q2 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 7,912 shares of SCHD stock, worth $666,665. This represents 0.29% of its overall portfolio holdings.

Number of Shares

7,912

Previous 8,222 3.77%

Holding current value

$666,665

Previous $662,000 7.1%

% of portfolio

0.29%

Previous 0.32%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

1,659

Shares Held

273M

Call Options Held

1.52M

Put Options Held

741K

View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

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