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

O'Rourke & Company, Inc

  • $172 Million
  • Q1 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 5,039 shares of SCHD stock, worth $388,103. This represents 0.24% of its overall portfolio holdings.

Number of Shares
5,039
Previous 4,145 21.57%
Holding current value
$388,103
Previous $316,000 28.48%
% of portfolio
0.24%
Previous 0.2%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,645
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
  • Ticker SCHD
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More about SCHD
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