Global Financial Private Client, LLC Schwab Strategic Tr Us Dividen Transaction History

Global Financial Private Client, LLC

  • $257 Billion
  • Q3 2024

A detailed history of Global Financial Private Client, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Global Financial Private Client, LLC holds 97,115 shares of SCHD stock, worth $2.63 Million. This represents 3.2% of its overall portfolio holdings.

Number of Shares
97,115
Previous 97,777 0.68%
Holding current value
$2.63 Million
Previous $7.6 Billion 7.97%
% of portfolio
3.2%
Previous 3.18%

Shares

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

Oct 07, 2024
SELL
$77.02 - $85.06 $50,987 - $56,309
-662 Reduced 0.68%
97,115 $8.21 Billion
Q2 2024

Jul 29, 2024
SELL
$75.81 - $80.15 $31,536 - $33,342
-416 Reduced 0.42%
97,777 $7.6 Billion
Q1 2024

May 15, 2024
SELL
$75.25 - $80.63 $241,703 - $258,983
-3,212 Reduced 3.17%
98,193 $7.87 Billion
Q4 2023

May 15, 2024
SELL
$66.9 - $76.32 $330,753 - $377,326
-4,944 Reduced 4.65%
101,405 $7.72 Billion
Q3 2023

May 15, 2024
SELL
$70.63 - $75.66 $64,979 - $69,607
-920 Reduced 0.86%
106,349 $7.46 Billion
Q2 2023

May 15, 2024
SELL
$69.18 - $73.94 $3.53 Million - $3.77 Million
-51,023 Reduced 32.23%
107,269 $7.84 Billion
Q1 2023

May 15, 2024
BUY
$70.28 - $78.03 $515,925 - $572,818
7,341 Added 4.86%
158,292 $11.6 Billion
Q4 2022

May 15, 2024
BUY
$67.16 - $79.06 $1.58 Million - $1.86 Million
23,485 Added 18.42%
150,951 $11.4 Billion
Q3 2022

May 15, 2024
BUY
$66.43 - $77.87 $621,186 - $728,162
9,351 Added 7.92%
127,466 $8.69 Billion
Q2 2022

May 15, 2024
BUY
$70.31 - $80.24 $763,004 - $870,764
10,852 Added 10.12%
118,115 $8.52 Billion
Q1 2022

May 15, 2024
BUY
$75.14 - $81.94 $1.53 Million - $1.67 Million
20,361 Added 23.43%
107,263 $8.5 Billion
Q4 2021

May 15, 2024
BUY
$74.93 - $80.86 $162,598 - $175,466
2,170 Added 2.56%
86,902 $7.02 Billion
Q3 2021

May 15, 2024
BUY
$74.23 - $78.13 $352,963 - $371,508
4,755 Added 5.95%
84,732 $6.37 Billion
Q2 2021

May 15, 2024
BUY
$73.32 - $77.65 $1.19 Million - $1.26 Million
16,279 Added 25.56%
79,977 $6.08 Billion
Q1 2021

May 15, 2024
BUY
$63.23 - $73.67 $82,515 - $96,139
1,305 Added 2.09%
63,698 $4.67 Billion
Q4 2020

May 15, 2024
SELL
$54.8 - $65.16 $192,457 - $228,841
-3,512 Reduced 5.33%
62,393 $4 Billion
Q3 2020

May 15, 2024
BUY
$50.37 - $58.54 $535,785 - $622,689
10,637 Added 19.25%
65,905 $3.64 Billion
Q2 2020

May 15, 2024
BUY
$43.56 - $56.5 $142,833 - $185,263
3,279 Added 6.31%
55,268 $2.83 Billion
Q1 2020

May 15, 2024
BUY
$39.5 - $59.28 $2.05 Million - $3.07 Million
51,839 Added 34559.33%
51,989 $2.26 Billion
Q4 2019

May 15, 2024
BUY
$52.87 - $58.15 $7,930 - $8,722
150 New
150 $8.69 Million

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

SCHD Quotes by TradingView
  • Ticker SCHD
  • Sector ETFs
  • Industry ETFs
More about SCHD
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