Lynch & Associates Schwab Strategic Tr Us Dividen Transaction History

Lynch & Associates

  • $440 Million
  • Q2 2024

A detailed history of Lynch & Associates transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Lynch & Associates holds 37,669 shares of SCHD stock, worth $3.18 Million. This represents 0.67% of its overall portfolio holdings.

Number of Shares
37,669
Previous 34,344 9.68%
Holding current value
$3.18 Million
Previous $2.77 Million 5.78%
% of portfolio
0.67%
Previous 0.65%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 06, 2024
BUY
$75.81 - $80.15 $252,068 - $266,498
3,325 Added 9.68%
37,669 $2.93 Million
Q1 2024

Apr 09, 2024
BUY
$75.25 - $80.63 $797,123 - $854,113
10,593 Added 44.6%
34,344 $2.77 Million
Q4 2023

Jan 08, 2024
BUY
$66.9 - $76.32 $755,167 - $861,500
11,288 Added 90.57%
23,751 $1.81 Million
Q3 2023

Oct 24, 2023
BUY
$70.63 - $75.66 $880,261 - $942,950
12,463 New
12,463 $881,000

Others Institutions Holding SCHD

# of Institutions
1,659
Shares Held
273M
Call Options Held
1.52M
Put Options Held
741K
View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

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More about SCHD
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