Newman & Schimel, LLC Schwab Strategic Tr Us Dividen Transaction History

Newman & Schimel, LLC

  • $221 Million
  • Q4 2022

A detailed history of Newman & Schimel, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Newman & Schimel, LLC holds 59,592 shares of SCHD stock, worth $5.03 Million. This represents 2.04% of its overall portfolio holdings.

Number of Shares
59,592
Previous 49,589 20.17%
Holding current value
$5.03 Million
Previous $3.29 Million 36.64%
% of portfolio
2.04%
Previous 1.63%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2022

Jan 20, 2023
BUY
$67.16 - $79.06 $671,801 - $790,837
10,003 Added 20.17%
59,592 $0
Q3 2022

Oct 25, 2022
BUY
$66.43 - $77.87 $121,899 - $142,891
1,835 Added 3.84%
49,589 $3.29 Million
Q2 2022

Jul 14, 2022
BUY
$70.31 - $80.24 $76,356 - $87,140
1,086 Added 2.33%
47,754 $3.42 Million
Q1 2022

Apr 15, 2022
SELL
$75.14 - $81.94 $116,091 - $126,597
-1,545 Reduced 3.2%
46,668 $3.68 Million
Q4 2021

Jan 18, 2022
BUY
$74.93 - $80.86 $465,015 - $501,817
6,206 Added 14.77%
48,213 $3.9 Million
Q3 2021

Oct 07, 2021
BUY
$74.23 - $78.13 $195,150 - $205,403
2,629 Added 6.68%
42,007 $3.12 Million
Q2 2021

Jul 06, 2021
BUY
$73.32 - $77.65 $738,845 - $782,479
10,077 Added 34.39%
39,378 $2.98 Million
Q1 2021

Apr 08, 2021
BUY
$63.23 - $73.67 $639,128 - $744,656
10,108 Added 52.67%
29,301 $2.14 Million
Q4 2020

Jan 21, 2021
BUY
$54.8 - $65.16 $1.05 Million - $1.25 Million
19,193 New
19,193 $1.23 Million

Others Institutions Holding SCHD

# of Institutions
1,659
Shares Held
273M
Call Options Held
1.52M
Put Options Held
741K
View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

SCHD Quotes by TradingView
  • Ticker SCHD
  • Sector ETFs
  • Industry ETFs
More about SCHD
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