Howe & Rusling Inc Schwab Strategic Tr Us Dividen Transaction History

Howe & Rusling Inc

  • $1.03 Billion
  • Q1 2024

A detailed history of Howe & Rusling Inc transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Howe & Rusling Inc holds 5,599 shares of SCHD stock, worth $431,234. This represents 0.04% of its overall portfolio holdings.

Number of Shares
5,599
Previous 887 531.23%
Holding current value
$431,234
Previous $67,000 573.13%
% of portfolio
0.04%
Previous 0.01%

Shares

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

May 15, 2024
BUY
$75.25 - $80.63 $354,578 - $379,928
4,712 Added 531.23%
5,599 $451,000
Q4 2023

Feb 05, 2024
BUY
$66.9 - $76.32 $25,355 - $28,925
379 Added 74.61%
887 $67,000
Q3 2023

Nov 08, 2023
BUY
$70.63 - $75.66 $24,296 - $26,027
344 Added 209.76%
508 $35,000
Q2 2023

Aug 14, 2023
BUY
$69.18 - $73.94 $4,427 - $4,732
64 Added 64.0%
164 $11,000
Q1 2023

May 15, 2023
SELL
$70.28 - $78.03 $93,542 - $103,857
-1,331 Reduced 93.01%
100 $7,000
Q4 2022

Feb 14, 2023
BUY
$73.08 - $79.06 $33,836 - $36,604
463 Added 47.83%
1,431 $108,000
Q3 2022

Nov 14, 2022
BUY
N/A
384 Added 65.75%
968 $64,000
Q2 2022

Aug 15, 2022
SELL
N/A
-494 Reduced 45.83%
584 $42,000
Q1 2022

May 10, 2022
SELL
N/A
-1,044 Reduced 49.2%
1,078 $85,000
Q4 2021

Feb 14, 2022
SELL
N/A
-263 Reduced 11.03%
2,122 $172,000
Q3 2021

Nov 15, 2021
BUY
N/A
1,287 Added 117.21%
2,385 $177,000
Q2 2021

Aug 13, 2021
BUY
N/A
1,038 Added 1730.0%
1,098 $83,000
Q1 2021

May 13, 2021
SELL
N/A
-199 Reduced 76.83%
60 $4,000
Q4 2020

Feb 08, 2021
SELL
N/A
-514 Reduced 66.49%
259 $17,000
Q3 2020

Nov 06, 2020
BUY
N/A
773 New
773 $43,000
Q1 2020

May 14, 2020
SELL
N/A
-6 Closed
0 $0
Q4 2019

Feb 05, 2020
BUY
N/A
6 New
6 $0
Q1 2019

Apr 29, 2019
SELL
N/A
-107 Closed
0 $0
Q4 2018

Feb 04, 2019
BUY
N/A
107 New
107 $5,000

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

SCHD Quotes by TradingView
  • Ticker SCHD
  • Sector ETFs
  • Industry ETFs
More about SCHD
Track This Portfolio

Track Howe & Rusling Inc Portfolio

Follow Howe & Rusling Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Howe & Rusling Inc, based on Form 13F filings with the SEC.

News

Stay updated on Howe & Rusling Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email