Narwhal Capital Management Schwab Strategic Tr Us Dividen Transaction History

Narwhal Capital Management

$1.08 Billion
Q1 2025

A detailed history of Narwhal Capital Management transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Narwhal Capital Management holds 36,095 shares of SCHD stock, worth $963,736. This represents 0.09% of its overall portfolio holdings.

Number of Shares

36,095

Previous 34,695 4.04%

Holding current value

$963,736

Previous $947,000 6.55%

% of portfolio

0.09%

Previous 0.09%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 22, 2025	BUY	$27.01 - $28.54 $37,814 - $39,956	1,400 Added 4.04%	36,095 $1.01 Million
Q4 2024 Jan 21, 2025	BUY	$26.93 - $84.95 $622,890 - $1.96 Million	23,130 Added 200.0%	34,695 $947,000
Q3 2024 Oct 22, 2024	SELL	$77.02 - $85.06 $346,590 - $382,770	-4,500 Reduced 28.01%	11,565 $977,000
Q1 2024 Apr 26, 2024	BUY	$75.25 - $80.63 $131,010 - $140,376	1,741 Added 12.15%	16,065 $1.3 Million
Q4 2023 Jan 24, 2024	BUY	$66.9 - $76.32 $60,410 - $68,916	903 Added 6.73%	14,324 $1.09 Million
Q3 2023 Oct 27, 2023	SELL	$70.63 - $75.66 $25,779 - $27,615	-365 Reduced 2.65%	13,421 $949,000
Q2 2023 Aug 02, 2023	BUY	$69.18 - $73.94 $953,715 - $1.02 Million	13,786 New	13,786 $1 Million

Others Institutions Holding SCHD

# of Institutions

2,000

Shares Held

888M

Call Options Held

4.89M

Put Options Held

2.23M

View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

Ticker SCHD
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Narwhal Capital Management Schwab Strategic Tr Us Dividen Transaction History