Joseph Group Capital Management Schwab Strategic Tr Us Dividen Transaction History

Joseph Group Capital Management

  • $252 Million
  • Q1 2025

A detailed history of Joseph Group Capital Management transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Joseph Group Capital Management holds 322,668 shares of SCHD stock, worth $8.33 Million. This represents 3.58% of its overall portfolio holdings.

Number of Shares
322,668
Previous 312,184 3.36%
Holding current value
$8.33 Million
Previous $8.53 Million 5.78%
% of portfolio
3.58%
Previous 3.79%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 30, 2025
BUY
$27.01 - $28.54 $283,172 - $299,213
10,484 Added 3.36%
322,668 $9.02 Million
Q4 2024

Feb 12, 2025
BUY
$26.93 - $84.95 $5.58 Million - $17.6 Million
207,080 Added 197.02%
312,184 $8.53 Million
Q3 2024

Nov 07, 2024
BUY
$77.02 - $85.06 $465,739 - $514,357
6,047 Added 6.1%
105,104 $8.88 Million
Q2 2024

Aug 12, 2024
BUY
$75.81 - $80.15 $7.49 Million - $7.92 Million
98,778 Added 35404.3%
99,057 $7.7 Million
Q1 2024

May 13, 2024
BUY
$75.25 - $80.63 $20,994 - $22,495
279 New
279 $22,000

Others Institutions Holding SCHD

# of Institutions
1,974
Shares Held
839M
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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