Godsey & Gibb Associates Schwab Strategic Tr Us Dividen Transaction History

Godsey & Gibb Associates

  • $949 Million
  • Q1 2024

A detailed history of Godsey & Gibb Associates transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Godsey & Gibb Associates holds 6,960 shares of SCHD stock, worth $536,059. This represents 0.06% of its overall portfolio holdings.

Number of Shares
6,960
Previous 5,708 21.93%
Holding current value
$536,059
Previous $434,000 29.26%
% of portfolio
0.06%
Previous 0.05%

Shares

22 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 23, 2024
BUY
$75.25 - $80.63 $94,213 - $100,948
1,252 Added 21.93%
6,960 $561,000
Q4 2023

Jan 16, 2024
SELL
$66.9 - $76.32 $334 - $381
-5 Reduced 0.09%
5,708 $434,000
Q3 2023

Oct 25, 2023
SELL
$70.63 - $75.66 $53,608 - $57,425
-759 Reduced 11.73%
5,713 $404,000
Q2 2023

Jul 25, 2023
BUY
$69.18 - $73.94 $55,344 - $59,152
800 Added 14.1%
6,472 $469,000
Q1 2023

Apr 18, 2023
SELL
$70.28 - $78.03 $47,790 - $53,060
-680 Reduced 10.71%
5,672 $414,000
Q4 2022

Jan 18, 2023
BUY
$73.08 - $79.06 $464,204 - $502,189
6,352 New
6,352 $0
Q2 2022

Jul 25, 2022
SELL
N/A
-4,589 Closed
0 $0
Q1 2022

Apr 28, 2022
BUY
N/A
535 Added 13.2%
4,589 $362,000
Q4 2021

Feb 15, 2022
SELL
N/A
-152 Reduced 3.61%
4,054 $328,000
Q3 2021

Nov 12, 2021
SELL
N/A
-110 Reduced 2.55%
4,206 $312,000
Q2 2021

Aug 05, 2021
SELL
N/A
-1,188 Reduced 21.58%
4,316 $326,000
Q1 2021

May 14, 2021
BUY
N/A
5,504 New
5,504 $401,000
Q1 2021

May 13, 2021
SELL
N/A
-3,891 Closed
0 $0
Q4 2020

Feb 12, 2021
BUY
N/A
3,891 New
3,891 $250,000
Q4 2019

Feb 06, 2020
SELL
N/A
-5,177 Closed
0 $0
Q3 2019

Nov 13, 2019
SELL
N/A
-1,557 Reduced 23.12%
5,177 $284,000
Q2 2019

Aug 07, 2019
SELL
N/A
-1,315 Reduced 16.34%
6,734 $357,000
Q1 2019

May 14, 2019
SELL
N/A
-18,473 Reduced 69.65%
8,049 $421,000
Q4 2018

Feb 13, 2019
BUY
N/A
26,522 New
26,522 $1.25 Million
Q1 2018

May 11, 2018
SELL
N/A
-4,364 Closed
0 $0
Q4 2017

Jan 23, 2018
BUY
N/A
82 Added 1.91%
4,364 $223,000
Q3 2017

Nov 03, 2017
BUY
N/A
4,282
4,282 $200,000

Others Institutions Holding SCHD

# of Institutions
1,645
Shares Held
271M
Call Options Held
1.95M
Put Options Held
715K
View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

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