Iron Financial, LLC Schwab Strategic Tr Us Dividen Transaction History

Iron Financial, LLC

  • $178 Million
  • Q1 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 22,152 shares of SCHD stock, worth $1.72 Million. This represents 1.0% of its overall portfolio holdings.

Number of Shares
22,152
Previous 21,678 2.19%
Holding current value
$1.72 Million
Previous $1.65 Million 8.24%
% of portfolio
1.0%
Previous 0.94%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
$73.08 - $79.06 $1.58 Million - $1.71 Million
21,570 New
21,570 $1.63 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
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More about SCHD
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