Heritage Trust CO Schwab Strategic Tr Us Dividen Transaction History

Heritage Trust CO

  • $740 Million
  • Q1 2024

A detailed history of Heritage Trust CO transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Heritage Trust CO holds 10,000 shares of SCHD stock, worth $774,500. This represents 0.11% of its overall portfolio holdings.

Number of Shares
10,000
Previous 20,000 50.0%
Holding current value
$774,500
Previous $1.52 Million 47.04%
% of portfolio
0.11%
Previous 0.22%

Shares

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

May 10, 2024
SELL
$75.25 - $80.63 $752,500 - $806,300
-10,000 Reduced 50.0%
10,000 $806,000
Q2 2023

Aug 11, 2023
BUY
$69.18 - $73.94 $1.38 Million - $1.48 Million
20,000 New
20,000 $1.45 Million

Others Institutions Holding SCHD

# of Institutions
1,641
Shares Held
271M
Call Options Held
1.95M
Put Options Held
715K
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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