O'Rourke & Company, Inc Schwab Strategic Tr Us Dividen Transaction History

O'Rourke & Company, Inc

  • $196 Million
  • Q3 2024

A detailed history of O'Rourke & Company, Inc transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, O'Rourke & Company, Inc holds 6,738 shares of SCHD stock, worth $182,465. This represents 0.29% of its overall portfolio holdings.

Number of Shares
6,738
Previous 6,372 5.74%
Holding current value
$182,465
Previous $495,000 14.95%
% of portfolio
0.29%
Previous 0.28%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 28, 2024
BUY
$77.02 - $85.06 $28,189 - $31,131
366 Added 5.74%
6,738 $569,000
Q2 2024

Jul 18, 2024
BUY
$75.81 - $80.15 $101,054 - $106,839
1,333 Added 26.45%
6,372 $495,000
Q1 2024

Apr 18, 2024
BUY
$75.25 - $80.63 $67,273 - $72,083
894 Added 21.57%
5,039 $406,000
Q4 2023

Jan 24, 2024
BUY
$66.9 - $76.32 $74,125 - $84,562
1,108 Added 36.48%
4,145 $316,000
Q3 2023

Nov 13, 2023
BUY
$70.63 - $75.66 $214,503 - $229,779
3,037 New
3,037 $215,000

Others Institutions Holding SCHD

# of Institutions
1,760
Shares Held
276M
Call Options Held
1.92M
Put Options Held
1.16M
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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