Leo H. Evart, Inc. Schwab Strategic Tr Us Dividen Transaction History

Leo H. Evart, Inc.

$65.2 Billion
Q3 2023

A detailed history of Leo H. Evart, Inc. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Leo H. Evart, Inc. holds 118,383 shares of SCHD stock, worth $3.29 Million. This represents 12.85% of its overall portfolio holdings.

Number of Shares

118,383

Previous 131,009 9.64%

Holding current value

$3.29 Million

Previous $9.51 Billion 11.95%

% of portfolio

12.85%

Previous 13.2%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Nov 14, 2023	SELL	$70.63 - $75.66 $891,774 - $955,283	-12,626 Reduced 9.64%	118,383 $8.38 Billion
Q2 2023 Aug 04, 2023	SELL	$69.18 - $73.94 $128,813 - $137,676	-1,862 Reduced 1.4%	131,009 $9.51 Billion
Q1 2023 May 05, 2023	SELL	$70.28 - $78.03 $752,277 - $835,233	-10,704 Reduced 7.46%	132,871 $9.72 Billion
Q4 2022 Jan 19, 2023	SELL	$67.16 - $79.06 $225,859 - $265,878	-3,363 Reduced 2.29%	143,575 $10.8 Billion
Q3 2022 Nov 02, 2022	SELL	$66.43 - $77.87 $24,977 - $29,279	-376 Reduced 0.26%	146,938 $9.76 Million
Q2 2022 Jul 21, 2022	SELL	$70.31 - $80.24 $1,335 - $1,524	-19 Reduced 0.01%	147,314 $10.6 Million
Q1 2022 May 11, 2022	BUY	$75.14 - $81.94 $263,966 - $287,855	3,513 Added 2.44%	147,333 $11.6 Million
Q4 2021 Mar 31, 2022	BUY	$74.93 - $80.86 $10.8 Million - $11.6 Million	143,820 New	143,820 $11.6 Million

Others Institutions Holding SCHD

# of Institutions

1,853

Shares Held

504M

Call Options Held

1.92M

Put Options Held

1.16M

View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

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