Howard Financial Services, Ltd. Schwab Strategic Tr Us Dividen Transaction History

Howard Financial Services, Ltd.

  • $579 Million
  • Q1 2024

A detailed history of Howard Financial Services, Ltd. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Howard Financial Services, Ltd. holds 602,247 shares of SCHD stock, worth $46.6 Million. This represents 8.39% of its overall portfolio holdings.

Number of Shares
602,247
Previous 607,580 0.88%
Holding current value
$46.6 Million
Previous $46.3 Million 4.98%
% of portfolio
8.39%
Previous 8.92%

Shares

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

Apr 16, 2024
SELL
$75.25 - $80.63 $401,308 - $429,999
-5,333 Reduced 0.88%
602,247 $48.6 Million
Q4 2023

Jan 09, 2024
SELL
$66.9 - $76.32 $691,812 - $789,225
-10,341 Reduced 1.67%
607,580 $46.3 Million
Q3 2023

Oct 10, 2023
BUY
$70.63 - $75.66 $883,722 - $946,657
12,512 Added 2.07%
617,921 $43.7 Million
Q2 2023

Jul 12, 2023
SELL
$69.18 - $73.94 $1.21 Million - $1.3 Million
-17,547 Reduced 2.82%
605,409 $44 Million
Q1 2023

Apr 05, 2023
SELL
$70.28 - $78.03 $372,905 - $414,027
-5,306 Reduced 0.84%
622,956 $45.6 Million
Q4 2022

Jan 13, 2023
BUY
$73.08 - $79.06 $1.49 Million - $1.61 Million
20,326 Added 3.34%
628,262 $0
Q3 2022

Oct 12, 2022
SELL
N/A
-9,499 Reduced 1.54%
607,936 $40.4 Million
Q2 2022

Jul 18, 2022
BUY
N/A
11,382 Added 1.88%
617,435 $44.2 Million
Q1 2022

Apr 20, 2022
BUY
N/A
65,131 Added 12.04%
606,053 $47.8 Million
Q4 2021

Jan 27, 2022
BUY
N/A
38,276 Added 7.61%
540,922 $43.7 Million
Q3 2021

Nov 01, 2021
BUY
N/A
25,629 Added 5.37%
502,646 $37.3 Million
Q2 2021

Aug 06, 2021
BUY
N/A
37,521 Added 8.54%
477,017 $36.1 Million
Q1 2021

May 03, 2021
BUY
N/A
47,728 Added 12.18%
439,496 $32 Million
Q4 2020

Feb 02, 2021
BUY
N/A
22,772 Added 6.17%
391,768 $25.1 Million
Q3 2020

Nov 12, 2020
BUY
N/A
2,251 Added 0.61%
368,996 $20.4 Million
Q2 2020

Jul 29, 2020
SELL
N/A
-12,253 Reduced 3.23%
366,745 $19 Million
Q1 2020

May 05, 2020
BUY
N/A
107,380 Added 39.53%
378,998 $17 Million
Q4 2019

Jan 27, 2020
BUY
N/A
61,233 Added 29.11%
271,618 $15.7 Million
Q3 2019

Oct 29, 2019
BUY
N/A
70,383 Added 50.27%
210,385 $11.5 Million
Q2 2019

Aug 05, 2019
BUY
N/A
49,693 Added 55.03%
140,002 $7.43 Million
Q1 2019

May 14, 2019
BUY
N/A
19,005 Added 26.65%
90,309 $4.72 Million
Q4 2018

Feb 15, 2019
BUY
N/A
71,304 New
71,304 $3.35 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

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