Jnba Financial Advisors Schwab Strategic Tr Us Dividen Transaction History

Jnba Financial Advisors

  • $970 Million
  • Q4 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 845,129 shares of SCHD stock, worth $23.8 Million. This represents 2.38% of its overall portfolio holdings.

Number of Shares
845,129
Previous 283,708 197.89%
Holding current value
$23.8 Million
Previous $24 Million 3.72%
% of portfolio
2.38%
Previous 2.45%

Shares

31 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 30, 2025
BUY
$26.93 - $84.95 $15.1 Million - $47.7 Million
561,421 Added 197.89%
845,129 $23.1 Million
Q3 2024

Oct 30, 2024
SELL
$77.02 - $85.06 $7.89 Million - $8.72 Million
-102,464 Reduced 26.53%
283,708 $24 Million
Q2 2024

Jul 22, 2024
SELL
$75.81 - $80.15 $7.97 Million - $8.43 Million
-105,189 Reduced 21.41%
386,172 $30 Million
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
$67.16 - $79.06 $391,542 - $460,919
-5,830 Reduced 1.43%
402,494 $30.4 Million
Q3 2022

Nov 07, 2022
BUY
$66.43 - $77.87 $49,556 - $58,091
746 Added 0.18%
408,324 $27.1 Million
Q2 2022

Jul 22, 2022
BUY
$70.31 - $80.24 $72,700 - $82,968
1,034 Added 0.25%
407,578 $29.2 Million
Q1 2022

Apr 29, 2022
SELL
$75.14 - $81.94 $5.84 Million - $6.37 Million
-77,684 Reduced 16.04%
406,544 $32.1 Million
Q4 2021

Feb 03, 2022
BUY
$74.93 - $80.86 $1.38 Million - $1.49 Million
18,473 Added 3.97%
484,228 $39.1 Million
Q3 2021

Nov 10, 2021
BUY
$74.23 - $78.13 $926,167 - $974,828
12,477 Added 2.75%
465,755 $34.6 Million
Q2 2021

Aug 04, 2021
BUY
$73.32 - $77.65 $695,953 - $737,053
9,492 Added 2.14%
453,278 $34.3 Million
Q1 2021

May 03, 2021
BUY
$63.23 - $73.67 $1.74 Million - $2.03 Million
27,554 Added 6.62%
443,786 $32.4 Million
Q4 2020

Jan 25, 2021
BUY
$54.8 - $65.16 $5.19 Million - $6.17 Million
94,699 Added 29.45%
416,232 $26.7 Million
Q3 2020

Nov 05, 2020
BUY
$50.37 - $58.54 $2.24 Million - $2.6 Million
44,498 Added 16.06%
321,533 $17.8 Million
Q2 2020

Jul 24, 2020
BUY
$43.56 - $56.5 $2.73 Million - $3.55 Million
62,760 Added 29.29%
277,035 $14.3 Million
Q1 2020

May 01, 2020
BUY
$39.5 - $59.28 $2.36 Million - $3.54 Million
59,660 Added 38.59%
214,275 $9.64 Million
Q4 2019

Feb 10, 2020
BUY
$52.87 - $58.15 $3.09 Million - $3.4 Million
58,418 Added 60.73%
154,615 $8.96 Million
Q3 2019

Nov 01, 2019
BUY
$54.39 - $55.76 $1.56 Million - $1.6 Million
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
1,937
Shares Held
822M
Call Options Held
4.82M
Put Options Held
2.73M
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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