Mid Atlantic Capital Management, Inc. Schwab Strategic Tr Us Dividen Transaction History

Mid Atlantic Capital Management, Inc.

$127 Billion
Q1 2025

A detailed history of Mid Atlantic Capital Management, Inc. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Mid Atlantic Capital Management, Inc. holds 97,959 shares of SCHD stock, worth $2.53 Million. This represents 2.15% of its overall portfolio holdings.

Number of Shares

97,959

Previous 98,424 0.47%

Holding current value

$2.53 Million

Previous $2.69 Billion 1.86%

% of portfolio

2.15%

Previous 1.97%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 25, 2025	SELL	$27.01 - $28.54 $12,559 - $13,271	-465 Reduced 0.47%	97,959 $2.74 Billion
Q4 2024 Jan 29, 2025	BUY	$26.93 - $84.95 $1.76 Million - $5.56 Million	65,428 Added 198.29%	98,424 $2.69 Billion
Q3 2024 Nov 07, 2024	BUY	$77.02 - $85.06 $2.54 Million - $2.81 Million	32,996 New	32,996 $2.79 Billion
Q2 2024 Nov 08, 2024	BUY	$75.81 - $80.15 $99,993 - $105,717	1,319 Added 4.0%	34,315 $2.67 Million
Q1 2024 Nov 12, 2024	SELL	$75.25 - $80.63 $267,513 - $286,639	-3,555 Reduced 9.35%	34,456 $2.78 Billion
Q4 2023 Nov 12, 2024	BUY	$66.9 - $76.32 $335,503 - $382,744	5,015 Added 15.2%	38,011 $2.67 Billion

Others Institutions Holding SCHD

# of Institutions

1,975

Shares Held

840M

Call Options Held

4.82M

Put Options Held

2.73M

View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

Ticker SCHD
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Mid Atlantic Capital Management, Inc. Schwab Strategic Tr Us Dividen Transaction History