A detailed history of Galvin, Gaustad & Stein, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Galvin, Gaustad & Stein, LLC holds 17,987 shares of SCHD stock, worth $490,865. This represents 0.14% of its overall portfolio holdings.

Number of Shares
17,987
Previous 17,610 2.14%
Holding current value
$490,865
Previous $1.37 Million 11.03%
% of portfolio
0.14%
Previous 0.13%

Shares

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

Nov 01, 2024

BUY
$77.02 - $85.06 $29,036 - $32,067
377 Added 2.14%
17,987 $1.52 Million
Q2 2024

Jul 17, 2024

SELL
$75.81 - $80.15 $133,046 - $140,663
-1,755 Reduced 9.06%
17,610 $1.37 Million
Q1 2024

Apr 15, 2024

SELL
$75.25 - $80.63 $28,294 - $30,316
-376 Reduced 1.9%
19,365 $1.56 Million
Q4 2023

Jan 11, 2024

BUY
$66.9 - $76.32 $155,743 - $177,672
2,328 Added 13.37%
19,741 $1.5 Million
Q3 2023

Oct 18, 2023

BUY
$70.63 - $75.66 $143,943 - $154,195
2,038 Added 13.26%
17,413 $1.23 Million
Q2 2023

Jul 24, 2023

BUY
$69.18 - $73.94 $78,588 - $83,995
1,136 Added 7.98%
15,375 $1.12 Million
Q1 2023

Apr 17, 2023

BUY
$70.28 - $78.03 $6,746 - $7,490
96 Added 0.68%
14,239 $1.04 Million
Q4 2022

Feb 13, 2023

SELL
$67.16 - $79.06 $73,607 - $86,649
-1,096 Reduced 7.19%
14,143 $1.07 Million
Q3 2022

Oct 26, 2022

BUY
$66.43 - $77.87 $52,213 - $61,205
786 Added 5.44%
15,239 $1.01 Million
Q2 2022

Jul 22, 2022

BUY
$70.31 - $80.24 $7,945 - $9,067
113 Added 0.79%
14,453 $1.04 Million
Q1 2022

Apr 27, 2022

BUY
$75.14 - $81.94 $4,433 - $4,834
59 Added 0.41%
14,340 $1.13 Million
Q4 2021

Jan 31, 2022

SELL
$74.93 - $80.86 $114,567 - $123,634
-1,529 Reduced 9.67%
14,281 $1.15 Million
Q3 2021

Oct 29, 2021

SELL
$74.23 - $78.13 $65,396 - $68,832
-881 Reduced 5.28%
15,810 $1.17 Million
Q2 2021

Jul 29, 2021

SELL
$73.32 - $77.65 $6,378 - $6,755
-87 Reduced 0.52%
16,691 $1.26 Million
Q1 2021

Apr 19, 2021

SELL
$63.23 - $73.67 $14,037 - $16,354
-222 Reduced 1.31%
16,778 $1.22 Million
Q4 2020

Feb 04, 2021

BUY
$54.8 - $65.16 $931,600 - $1.11 Million
17,000 New
17,000 $1.09 Million

Others Institutions Holding SCHD

About SCHWAB STRATEGIC TR US DIVIDEN


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

Track Galvin, Gaustad & Stein, LLC Portfolio

Follow Galvin, Gaustad & Stein, 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 Galvin, Gaustad & Stein, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Galvin, Gaustad & Stein, LLC with notifications on news.