Mason & Associates Inc Schwab Strategic Tr Us Dividen Transaction History

Mason & Associates Inc

  • $367 Million
  • Q1 2024

A detailed history of Mason & Associates Inc transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Mason & Associates Inc holds 2,962 shares of SCHD stock, worth $232,724. This represents 0.06% of its overall portfolio holdings.

Number of Shares
2,962
Previous 2,836 4.44%
Holding current value
$232,724
Previous $215,000 10.7%
% of portfolio
0.06%
Previous 0.06%

Shares

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

Apr 23, 2024
BUY
$75.25 - $80.63 $9,481 - $10,159
126 Added 4.44%
2,962 $238,000
Q4 2023

Jan 16, 2024
BUY
$66.9 - $76.32 $189,728 - $216,443
2,836 New
2,836 $215,000
Q4 2022

Jan 12, 2023
BUY
$73.08 - $79.06 $202,870 - $219,470
2,776 New
2,776 $0

Others Institutions Holding SCHD

# of Institutions
1,634
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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