Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Nov 07, 2023

BUY
$70.63 - $75.66 $760,685 - $814,858
10,770 Added 2.72%
406,207 $28.7 Million
Q2 2023

Jul 27, 2023

BUY
$69.18 - $73.94 $1.33 Million - $1.42 Million
19,157 Added 5.09%
395,437 $28.7 Million
Q1 2023

Apr 24, 2023

BUY
$70.28 - $78.03 $10.2 Million - $11.3 Million
144,889 Added 62.62%
376,280 $27.5 Million
Q4 2022

Feb 02, 2023

BUY
$67.16 - $79.06 $474,015 - $558,005
7,058 Added 3.15%
231,391 $17.5 Million
Q3 2022

Nov 01, 2022

BUY
$66.43 - $77.87 $14.9 Million - $17.5 Million
224,333 New
224,333 $14.9 Million

Others Institutions Holding SCHD

About SCHWAB STRATEGIC TR US DIVIDEN


  • Ticker SCHD
  • Sector ETFs
  • Industry ETFs
More about SCHD
Track This Portfolio

Track James J. Burns & Company, LLC Portfolio

Follow James J. Burns & Company, LLC 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 James J. Burns & Company, LLC, based on Form 13F filings with the SEC.

News

Stay updated on James J. Burns & Company, LLC with notifications on news.