A detailed history of Full Sail Capital, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Full Sail Capital, LLC holds 7,607 shares of SCHD stock, worth $217,788. This represents 0.04% of its overall portfolio holdings.

Number of Shares
7,607
Previous 7,798 2.45%
Holding current value
$217,788
Previous $606,000 6.11%
% of portfolio
0.04%
Previous 0.04%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024

SELL
$77.02 - $85.06 $14,710 - $16,246
-191 Reduced 2.45%
7,607 $643,000
Q2 2024

Aug 14, 2024

SELL
$75.81 - $80.15 $21,530 - $22,762
-284 Reduced 3.51%
7,798 $606,000
Q1 2024

May 14, 2024

BUY
$75.25 - $80.63 $608,170 - $651,651
8,082 New
8,082 $651,000

Others Institutions Holding SCHD

About SCHWAB STRATEGIC TR US DIVIDEN


  • Ticker SCHD
  • Sector ETFs
  • Industry ETFs
More about SCHD
Track This Portfolio

Track Full Sail Capital, LLC Portfolio

Follow Full Sail Capital, LLC 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 Full Sail Capital, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Full Sail Capital, LLC with notifications on news.