Iron Financial, LLC Schwab Strategic Tr Us Dividen Transaction History

Iron Financial, LLC

$176 Million
Q4 2024

A detailed history of Iron Financial, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Iron Financial, LLC holds 71,920 shares of SCHD stock, worth $2 Million. This represents 1.12% of its overall portfolio holdings.

Number of Shares

71,920

Previous 23,164 210.48%

Holding current value

$2 Million

Previous $1.96 Million 0.31%

% of portfolio

1.12%

Previous 1.08%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 22, 2025	BUY	$26.93 - $84.95 $1.31 Million - $4.14 Million	48,756 Added 210.48%	71,920 $1.96 Million
Q3 2024 Oct 28, 2024	BUY	$77.02 - $85.06 $77,944 - $86,080	1,012 Added 4.57%	23,164 $1.96 Million
Q1 2024 Apr 23, 2024	BUY	$75.25 - $80.63 $35,668 - $38,218	474 Added 2.19%	22,152 $1.79 Million
Q4 2023 Jan 19, 2024	BUY	$66.9 - $76.32 $23,548 - $26,864	352 Added 1.65%	21,678 $1.65 Million
Q3 2023 Oct 31, 2023	BUY	$70.63 - $75.66 $10,877 - $11,651	154 Added 0.73%	21,326 $1.51 Million
Q2 2023 Jul 24, 2023	BUY	$69.18 - $73.94 $10,792 - $11,534	156 Added 0.74%	21,172 $1.54 Million
Q1 2023 Apr 25, 2023	SELL	$70.28 - $78.03 $38,935 - $43,228	-554 Reduced 2.57%	21,016 $1.54 Million
Q4 2022 Feb 14, 2023	BUY	$67.16 - $79.06 $1.45 Million - $1.71 Million	21,570 New	21,570 $1.63 Million

Others Institutions Holding SCHD

# of Institutions

1,833

Shares Held

460M

Call Options Held

1.92M

Put Options Held

1.16M

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About SCHWAB STRATEGIC TR US DIVIDEN

Ticker SCHD
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Iron Financial, LLC Schwab Strategic Tr Us Dividen Transaction History