Hbc Financial Services, Pllc Schwab Strategic Tr Us Dividen Transaction History

Hbc Financial Services, Pllc

  • $165 Million
  • Q3 2024

A detailed history of Hbc Financial Services, Pllc transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Hbc Financial Services, Pllc holds 7,024 shares of SCHD stock, worth $201,097. This represents 0.11% of its overall portfolio holdings.

Number of Shares
7,024
Previous 1,754 300.46%
Holding current value
$201,097
Previous $172,000 8.72%
% of portfolio
0.11%
Previous 0.11%

Shares

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

Nov 06, 2024
BUY
$77.02 - $85.06 $405,895 - $448,266
5,270 Added 300.46%
7,024 $187,000
Q2 2024

Aug 07, 2024
SELL
$75.81 - $80.15 $411,345 - $434,893
-5,426 Reduced 75.57%
1,754 $172,000
Q1 2024

May 06, 2024
BUY
$75.25 - $80.63 $40,710 - $43,620
541 Added 8.15%
7,180 $552,000
Q4 2023

Jan 26, 2024
BUY
$66.9 - $76.32 $210,668 - $240,331
3,149 Added 90.23%
6,639 $505,000
Q3 2023

Nov 06, 2023
SELL
$70.63 - $75.66 $265,568 - $284,481
-3,760 Reduced 51.86%
3,490 $246,000
Q2 2023

Jul 26, 2023
SELL
$69.18 - $73.94 $44,967 - $48,061
-650 Reduced 8.23%
7,250 $534,000
Q1 2023

May 12, 2023
BUY
$70.28 - $78.03 $429,199 - $476,529
6,107 Added 340.6%
7,900 $584,000
Q3 2021

Nov 02, 2021
SELL
$74.23 - $78.13 $14,994 - $15,782
-202 Reduced 10.13%
1,793 $136,000
Q2 2020

Aug 14, 2020
SELL
$43.56 - $56.5 $30,099 - $39,041
-691 Reduced 25.73%
1,995 $106,000
Q4 2019

Feb 12, 2020
BUY
$52.87 - $58.15 $142,008 - $156,190
2,686 New
2,686 $155,000

Others Institutions Holding SCHD

# of Institutions
1,751
Shares Held
275M
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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