Magnus Financial Group LLC Schwab Strategic Tr Us Dividen Transaction History

Magnus Financial Group LLC

  • $971 Million
  • Q3 2024

A detailed history of Magnus Financial Group LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Magnus Financial Group LLC holds 7,273 shares of SCHD stock, worth $208,225. This represents 0.06% of its overall portfolio holdings.

Number of Shares
7,273
Previous 5,819 24.99%
Holding current value
$208,225
Previous $452,000 35.84%
% of portfolio
0.06%
Previous 0.05%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 15, 2024
BUY
$77.02 - $85.06 $111,987 - $123,677
1,454 Added 24.99%
7,273 $614,000
Q2 2024

Aug 01, 2024
BUY
$75.81 - $80.15 $224,245 - $237,083
2,958 Added 103.39%
5,819 $452,000
Q1 2024

May 03, 2024
BUY
$75.25 - $80.63 $215,290 - $230,682
2,861 New
2,861 $230,000
Q2 2022

Aug 11, 2022
BUY
$70.31 - $80.24 $75,512 - $86,177
1,074 Added 32.01%
4,429 $317,000
Q1 2022

May 12, 2022
BUY
$75.14 - $81.94 $10,068 - $10,979
134 Added 4.16%
3,355 $265,000
Q4 2021

Feb 10, 2022
BUY
$74.93 - $80.86 $74 - $80
1 Added 0.03%
3,221 $260,000
Q3 2021

Nov 12, 2021
BUY
$74.23 - $78.13 $74 - $78
1 Added 0.03%
3,220 $239,000
Q2 2021

Aug 06, 2021
BUY
$73.32 - $77.65 $146 - $155
2 Added 0.06%
3,219 $243,000
Q1 2021

May 05, 2021
SELL
$63.23 - $73.67 $38,190 - $44,496
-604 Reduced 15.81%
3,217 $235,000
Q4 2020

Feb 05, 2021
BUY
$54.8 - $65.16 $209,390 - $248,976
3,821 New
3,821 $245,000

Others Institutions Holding SCHD

# of Institutions
1,751
Shares Held
275M
Call Options Held
1.92M
Put Options Held
1.16M
View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

SCHD Quotes by TradingView
  • Ticker SCHD
  • Sector ETFs
  • Industry ETFs
More about SCHD
Track This Portfolio

Track Magnus Financial Group LLC Portfolio

Follow Magnus Financial Group LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Magnus Financial Group LLC, based on Form 13F filings with the SEC.

News

Stay updated on Magnus Financial Group LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email