M&R Capital Management Inc Schwab Strategic Tr Us Dividen Transaction History

M&R Capital Management Inc

  • $411 Million
  • Q2 2024

A detailed history of M&R Capital Management Inc transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, M&R Capital Management Inc holds 135 shares of SCHD stock, worth $10,455. This represents 0.0% of its overall portfolio holdings.

Number of Shares
135
Previous 135 -0.0%
Holding current value
$10,455
Previous $10,000 -0.0%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Apr 02, 2024
SELL
$75.25 - $80.63 $59,221 - $63,455
-787 Reduced 85.36%
135 $10,000
Q4 2023

Jan 02, 2024
SELL
$66.9 - $76.32 $136,877 - $156,150
-2,046 Reduced 68.94%
922 $70,000
Q3 2023

Oct 10, 2023
BUY
$70.63 - $75.66 $9,535 - $10,214
135 Added 4.77%
2,968 $210,000
Q2 2023

Jul 05, 2023
SELL
$69.18 - $73.94 $968 - $1,035
-14 Reduced 0.49%
2,833 $205,000
Q1 2023

Apr 03, 2023
BUY
$70.28 - $78.03 $23,192 - $25,749
330 Added 13.11%
2,847 $208,000
Q4 2022

Jan 11, 2023
BUY
$73.08 - $79.06 $13,154 - $14,230
180 Added 7.7%
2,517 $0
Q3 2022

Oct 03, 2022
BUY
N/A
220 Added 10.39%
2,337 $155,000
Q2 2022

Jul 05, 2022
BUY
N/A
73 Added 3.57%
2,117 $151,000
Q1 2022

Apr 04, 2022
BUY
N/A
13 Added 0.64%
2,044 $161,000
Q4 2021

Jan 07, 2022
BUY
N/A
16 Added 0.79%
2,031 $164,000
Q3 2021

Oct 05, 2021
BUY
N/A
15 Added 0.75%
2,015 $149,000
Q2 2021

Jul 02, 2021
BUY
N/A
2,000 New
2,000 $151,000

Others Institutions Holding SCHD

# of Institutions
1,641
Shares Held
271M
Call Options Held
1.95M
Put Options Held
715K
View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

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