Lokken Investment Group LLC Schwab Strategic Tr Us Dividen Transaction History

Lokken Investment Group LLC

  • $193 Million
  • Q1 2024

A detailed history of Lokken Investment Group LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Lokken Investment Group LLC holds 7,242 shares of SCHD stock, worth $563,137. This represents 0.3% of its overall portfolio holdings.

Number of Shares
7,242
Previous 6,597 9.78%
Holding current value
$563,137
Previous $502,000 16.14%
% of portfolio
0.3%
Previous 0.29%

Shares

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

May 14, 2024
BUY
$75.25 - $80.63 $48,536 - $52,006
645 Added 9.78%
7,242 $583,000
Q4 2023

Feb 13, 2024
BUY
$66.9 - $76.32 $123,029 - $140,352
1,839 Added 38.65%
6,597 $502,000
Q3 2023

Nov 13, 2023
SELL
$70.63 - $75.66 $4,167 - $4,463
-59 Reduced 1.22%
4,758 $336,000
Q2 2023

Aug 09, 2023
BUY
$69.18 - $73.94 $333,240 - $356,168
4,817 New
4,817 $349,000

Others Institutions Holding SCHD

# of Institutions
1,639
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
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More about SCHD
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