A detailed history of Mather Group, Llc. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Mather Group, Llc. holds 4,552 shares of SCHD stock, worth $383,551. This represents 0.0% of its overall portfolio holdings.

Number of Shares
4,552
Previous 3,100 46.84%
Holding current value
$383,551
Previous $249,000 41.77%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Jul 08, 2024

BUY
$75.81 - $80.15 $110,076 - $116,377
1,452 Added 46.84%
4,552 $353,000
Q1 2024

Apr 08, 2024

SELL
$75.25 - $80.63 $2,709 - $2,902
-36 Reduced 1.15%
3,100 $249,000
Q4 2023

Feb 05, 2024

BUY
$66.9 - $76.32 $209,798 - $239,339
3,136 New
3,136 $238,000
Q2 2023

Aug 08, 2023

BUY
$69.18 - $73.94 $10,377 - $11,091
150 New
150 $10,000
Q2 2022

Aug 16, 2022

BUY
$70.31 - $80.24 $450,968 - $514,659
6,414 New
6,414 $459,000

Others Institutions Holding SCHD

About SCHWAB STRATEGIC TR US DIVIDEN


  • Ticker SCHD
  • Sector ETFs
  • Industry ETFs
More about SCHD
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