O'Connor Financial Group LLC Schwab Strategic Tr Us Dividen Transaction History

O'Connor Financial Group LLC

  • $168 Billion
  • Q1 2024

A detailed history of O'Connor Financial Group LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, O'Connor Financial Group LLC holds 68,213 shares of SCHD stock, worth $5.25 Million. This represents 3.28% of its overall portfolio holdings.

Number of Shares
68,213
Previous 63,922 6.71%
Holding current value
$5.25 Million
Previous $4.87 Billion 13.02%
% of portfolio
3.28%
Previous 3.01%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 11, 2024
BUY
$75.25 - $80.63 $322,897 - $345,983
4,291 Added 6.71%
68,213 $5.5 Billion
Q4 2023

Jan 17, 2024
BUY
$66.9 - $76.32 $428,494 - $488,829
6,405 Added 11.14%
63,922 $4.87 Billion
Q3 2023

Oct 20, 2023
BUY
$70.63 - $75.66 $514,680 - $551,334
7,287 Added 14.51%
57,517 $4.07 Billion
Q2 2023

Jul 14, 2023
BUY
$69.18 - $73.94 $446,349 - $477,060
6,452 Added 14.74%
50,230 $3.65 Billion
Q1 2023

Apr 14, 2023
BUY
$70.28 - $78.03 $3.08 Million - $3.42 Million
43,778 New
43,778 $3.2 Billion

Others Institutions Holding SCHD

# of Institutions
1,645
Shares Held
271M
Call Options Held
1.95M
Put Options Held
715K
View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

SCHD Quotes by TradingView
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