Jnba Financial Advisors Schwab Strategic Tr Us Dividen Transaction History

Jnba Financial Advisors

  • $951 Million
  • Q1 2024

A detailed history of Jnba Financial Advisors transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Jnba Financial Advisors holds 491,361 shares of SCHD stock, worth $37.9 Million. This represents 4.17% of its overall portfolio holdings.

Number of Shares
491,361
Previous 466,890 5.24%
Holding current value
$37.9 Million
Previous $35.5 Million 11.46%
% of portfolio
4.17%
Previous 4.05%

Shares

28 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 26, 2024
BUY
$75.25 - $80.63 $1.84 Million - $1.97 Million
24,471 Added 5.24%
491,361 $39.6 Million
Q4 2023

Feb 07, 2024
SELL
$66.9 - $76.32 $3.73 Million - $4.26 Million
-55,766 Reduced 10.67%
466,890 $35.5 Million
Q3 2023

Nov 02, 2023
SELL
$70.63 - $75.66 $1.23 Million - $1.31 Million
-17,366 Reduced 3.22%
522,656 $37 Million
Q2 2023

Aug 03, 2023
BUY
$69.18 - $73.94 $9.07 Million - $9.7 Million
131,133 Added 32.07%
540,022 $39.2 Million
Q1 2023

May 01, 2023
BUY
$70.28 - $78.03 $449,440 - $499,001
6,395 Added 1.59%
408,889 $29.9 Million
Q4 2022

Feb 06, 2023
SELL
$73.08 - $79.06 $426,056 - $460,919
-5,830 Reduced 1.43%
402,494 $30.4 Million
Q3 2022

Nov 07, 2022
BUY
N/A
746 Added 0.18%
408,324 $27.1 Million
Q2 2022

Jul 22, 2022
BUY
N/A
1,034 Added 0.25%
407,578 $29.2 Million
Q1 2022

Apr 29, 2022
SELL
N/A
-77,684 Reduced 16.04%
406,544 $32.1 Million
Q4 2021

Feb 03, 2022
BUY
N/A
18,473 Added 3.97%
484,228 $39.1 Million
Q3 2021

Nov 10, 2021
BUY
N/A
12,477 Added 2.75%
465,755 $34.6 Million
Q2 2021

Aug 04, 2021
BUY
N/A
9,492 Added 2.14%
453,278 $34.3 Million
Q1 2021

May 03, 2021
BUY
N/A
27,554 Added 6.62%
443,786 $32.4 Million
Q4 2020

Jan 25, 2021
BUY
N/A
94,699 Added 29.45%
416,232 $26.7 Million
Q3 2020

Nov 05, 2020
BUY
N/A
44,498 Added 16.06%
321,533 $17.8 Million
Q2 2020

Jul 24, 2020
BUY
N/A
62,760 Added 29.29%
277,035 $14.3 Million
Q1 2020

May 01, 2020
BUY
N/A
59,660 Added 38.59%
214,275 $9.64 Million
Q4 2019

Feb 10, 2020
BUY
N/A
58,418 Added 60.73%
154,615 $8.96 Million
Q3 2019

Nov 01, 2019
BUY
N/A
28,749 Added 42.62%
96,197 $5.27 Million
Q2 2019

Jul 26, 2019
BUY
N/A
32,801 Added 94.67%
67,448 $3.58 Million
Q1 2019

May 01, 2019
BUY
N/A
2,432 Added 7.55%
34,647 $1.81 Million
Q4 2018

Feb 07, 2019
SELL
N/A
-31,606 Reduced 49.52%
32,215 $1.51 Million
Q3 2018

Nov 01, 2018
BUY
N/A
40,316 Added 171.52%
63,821 $3.38 Million
Q2 2018

Jul 17, 2018
BUY
N/A
12,046 Added 105.12%
23,505 $1.16 Million
Q1 2018

May 07, 2018
BUY
N/A
2,619 Added 29.63%
11,459 $11.5 Million
Q4 2017

Jan 31, 2018
BUY
N/A
1,041 Added 13.35%
8,840 $452,000
Q3 2017

Nov 13, 2017
BUY
N/A
3,694 Added 89.99%
7,799 $365,000
Q2 2017

Aug 14, 2017
BUY
N/A
4,105
4,105 $185,000

Others Institutions Holding SCHD

# of Institutions
1,642
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
  • Industry ETFs
More about SCHD
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