Jackson Wealth Management, LLC Schwab Strategic Tr Us Dividen Transaction History

Jackson Wealth Management, LLC

$589 Million
Q3 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Feb 10, 2023	SELL	$67.16 - $79.06 $376,767 - $443,526	-5,610 Reduced 25.9%	16,048 $1.21 Million
Q3 2022 Nov 14, 2022	BUY	$66.43 - $77.87 $863,191 - $1.01 Million	12,994 Added 149.98%	21,658 $1.44 Million
Q2 2022 Aug 01, 2022	SELL	$70.31 - $80.24 $1.01 Million - $1.16 Million	-14,426 Reduced 62.48%	8,664 $621,000
Q1 2022 May 05, 2022	BUY	$75.14 - $81.94 $1.73 Million - $1.89 Million	23,090 New	23,090 $1.82 Million
Q4 2021 Feb 09, 2022	SELL	$74.93 - $80.86 $2.55 Million - $2.75 Million	-34,002 Closed	0 $0
Q3 2021 Dec 10, 2021	BUY	$74.23 - $78.13 $76,234 - $80,239	1,027 Added 3.11%	34,002 $7,000
Q2 2021 Aug 03, 2021	SELL	$73.32 - $77.65 $12,024 - $12,734	-164 Reduced 0.49%	32,975 $2.49 Million
Q1 2021 Apr 12, 2021	BUY	$63.23 - $73.67 $2.1 Million - $2.44 Million	33,139 New	33,139 $2.42 Million

Others Institutions Holding SCHD

# of Institutions

1,760

Shares Held

276M

Call Options Held

1.92M

Put Options Held

1.16M

About SCHWAB STRATEGIC TR US DIVIDEN

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