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 $196,952. This represents 0.06% of its overall portfolio holdings.

Number of Shares
7,273
Previous 5,819 24.99%
Holding current value
$196,952
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

About SCHWAB STRATEGIC TR US DIVIDEN


  • Ticker SCHD
  • Sector ETFs
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More about SCHD
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