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 $2.05 Million. This represents 1.12% of its overall portfolio holdings.

Number of Shares

71,920

Previous 23,164 210.48%

Holding current value

$2.05 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

1,945

Shares Held

825M

Call Options Held

4.82M

Put Options Held

2.73M

View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

Ticker SCHD
Sector ETFs
Industry ETFs

More about SCHD

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Iron Financial, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Iron Financial, LLC with notifications on news.

Account

Iron Financial, LLC Schwab Strategic Tr Us Dividen Transaction History