Mitchell Sinkler & Starr Schwab Strategic Tr Us Dividen Transaction History

Mitchell Sinkler & Starr

  • $370 Million
  • Q4 2024

A detailed history of Mitchell Sinkler & Starr transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Mitchell Sinkler & Starr holds 74,725 shares of SCHD stock, worth $2.11 Million. This represents 0.55% of its overall portfolio holdings.

Number of Shares
74,725
Previous 24,575 204.07%
Holding current value
$2.11 Million
Previous $2.08 Million 1.73%
% of portfolio
0.55%
Previous 0.49%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 12, 2025
BUY
$26.93 - $84.95 $1.35 Million - $4.26 Million
50,150 Added 204.07%
74,725 $2.04 Million
Q3 2024

Nov 13, 2024
BUY
$77.02 - $85.06 $127,468 - $140,774
1,655 Added 7.22%
24,575 $2.08 Million
Q2 2024

Aug 07, 2024
SELL
$75.81 - $80.15 $82,936 - $87,684
-1,094 Reduced 4.56%
22,920 $1.78 Million
Q1 2024

Apr 30, 2024
SELL
$75.25 - $80.63 $2.05 Million - $2.19 Million
-27,201 Reduced 53.11%
24,014 $1.94 Million
Q4 2023

Feb 12, 2024
BUY
$66.9 - $76.32 $3.43 Million - $3.91 Million
51,215 New
51,215 $3.9 Million
Q2 2023

Jul 18, 2023
SELL
$69.18 - $73.94 $139,743 - $149,358
-2,020 Reduced 6.52%
28,965 $2.1 Million
Q1 2023

May 15, 2023
BUY
$70.28 - $78.03 $505,734 - $561,503
7,196 Added 30.25%
30,985 $2.27 Million
Q4 2022

Feb 14, 2023
BUY
$67.16 - $79.06 $204,770 - $241,053
3,049 Added 14.7%
23,789 $1.8 Million
Q3 2022

Oct 25, 2022
BUY
$66.43 - $77.87 $186,004 - $218,036
2,800 Added 15.61%
20,740 $1.38 Million
Q2 2022

Jul 21, 2022
BUY
$70.31 - $80.24 $262,959 - $300,097
3,740 Added 26.34%
17,940 $1.29 Million
Q1 2022

Apr 19, 2022
BUY
$75.14 - $81.94 $310,102 - $338,166
4,127 Added 40.97%
14,200 $1.12 Million
Q4 2021

Feb 01, 2022
BUY
$74.93 - $80.86 $473,782 - $511,277
6,323 Added 168.61%
10,073 $814,000
Q3 2021

Oct 12, 2021
BUY
$74.23 - $78.13 $48,249 - $50,784
650 Added 20.97%
3,750 $278,000
Q1 2021

Apr 12, 2021
BUY
$63.23 - $73.67 $196,013 - $228,377
3,100 New
3,100 $226,000
Q4 2020

Feb 09, 2021
SELL
$54.8 - $65.16 $293,180 - $348,606
-5,350 Closed
0 $0
Q3 2020

Oct 07, 2020
BUY
$50.37 - $58.54 $6,296 - $7,317
125 Added 2.39%
5,350 $296,000
Q1 2020

Apr 07, 2020
BUY
$39.5 - $59.28 $49,375 - $74,100
1,250 Added 31.45%
5,225 $235,000
Q4 2019

Jan 09, 2020
BUY
$52.87 - $58.15 $210,158 - $231,146
3,975 New
3,975 $230,000

Others Institutions Holding SCHD

# of Institutions
1,931
Shares Held
820M
Call Options Held
4.82M
Put Options Held
2.73M
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 Mitchell Sinkler & Starr Portfolio

Follow Mitchell Sinkler & Starr 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 Mitchell Sinkler & Starr, based on Form 13F filings with the SEC.

News

Stay updated on Mitchell Sinkler & Starr with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email