Pacific Wealth Strategies Group, Inc. Schwab Strategic Tr Us Dividen Transaction History

Pacific Wealth Strategies Group, Inc.

  • $121 Million
  • Q2 2024

A detailed history of Pacific Wealth Strategies Group, Inc. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Pacific Wealth Strategies Group, Inc. holds 18,134 shares of SCHD stock, worth $1.5 Million. This represents 1.17% of its overall portfolio holdings.

Number of Shares
18,134
Previous 17,958 0.98%
Holding current value
$1.5 Million
Previous $1.45 Million 2.56%
% of portfolio
1.17%
Previous 1.21%

Shares

30 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 22, 2024
BUY
$75.81 - $80.15 $13,342 - $14,106
176 Added 0.98%
18,134 $1.41 Million
Q1 2024

May 02, 2024
BUY
$75.25 - $80.63 $22,274 - $23,866
296 Added 1.68%
17,958 $1.45 Million
Q4 2023

Feb 01, 2024
BUY
$66.9 - $76.32 $21,408 - $24,422
320 Added 1.85%
17,662 $1.34 Million
Q3 2023

Nov 06, 2023
SELL
$70.63 - $75.66 $272,419 - $291,820
-3,857 Reduced 18.19%
17,342 $1.23 Million
Q2 2023

Jul 25, 2023
BUY
$69.18 - $73.94 $8,785 - $9,390
127 Added 0.6%
21,199 $1.54 Million
Q1 2023

May 02, 2023
BUY
$70.28 - $78.03 $37,248 - $41,355
530 Added 2.58%
21,072 $1.54 Million
Q4 2022

Jan 11, 2023
SELL
$73.08 - $79.06 $2,923 - $3,162
-40 Reduced 0.19%
20,542 $0
Q3 2022

Oct 18, 2022
SELL
N/A
-1,494 Reduced 6.77%
20,582 $1.37 Million
Q2 2022

Jul 19, 2022
BUY
N/A
119 Added 0.54%
22,076 $1.58 Million
Q1 2022

Apr 25, 2022
SELL
N/A
-13,014 Reduced 37.21%
21,957 $1.73 Million
Q4 2021

Jan 24, 2022
BUY
N/A
629 Added 1.83%
34,971 $2.83 Million
Q3 2021

Oct 14, 2021
BUY
N/A
308 Added 0.9%
34,342 $2.55 Million
Q2 2021

Jul 22, 2021
SELL
N/A
-899 Reduced 2.57%
34,034 $2.57 Million
Q1 2021

Apr 26, 2021
SELL
N/A
-2,574 Reduced 6.86%
34,933 $2.55 Million
Q4 2020

Jan 13, 2021
SELL
N/A
-524 Reduced 1.38%
37,507 $2.47 Million
Q3 2020

Oct 22, 2020
SELL
N/A
-999 Reduced 2.56%
38,031 $2.1 Million
Q2 2020

Jul 17, 2020
SELL
N/A
-2,394 Reduced 5.78%
39,030 $2.02 Million
Q1 2020

Apr 13, 2020
BUY
N/A
289 Added 0.7%
41,424 $1.86 Million
Q4 2019

Jan 15, 2020
BUY
N/A
14,389 Added 53.8%
41,135 $2.38 Million
Q3 2019

Oct 09, 2019
BUY
N/A
167 Added 0.63%
26,746 $1.47 Million
Q1 2019

Apr 22, 2019
BUY
N/A
3,507 Added 15.2%
26,579 $1.39 Million
Q4 2018

Feb 12, 2019
BUY
N/A
5 Added 0.02%
23,072 $1.08 Million
Q3 2018

Mar 06, 2019
BUY
N/A
1,172 Added 5.35%
23,067 $1.22 Million
Q2 2018

Mar 06, 2019
SELL
N/A
-1,780 Reduced 7.52%
21,895 $1.08 Million
Q1 2018

Mar 06, 2019
SELL
N/A
-4,423 Reduced 15.74%
23,675 $1.16 Million
Q4 2017

Mar 06, 2019
SELL
N/A
-2,710 Reduced 8.8%
28,098 $1.44 Million
Q3 2017

Mar 06, 2019
BUY
N/A
2,842 Added 10.16%
30,808 $1.44 Million
Q2 2017

Mar 06, 2019
BUY
N/A
4,797 Added 20.7%
27,966 $1.26 Million
Q1 2017

Mar 06, 2019
BUY
N/A
13,110 Added 130.33%
23,169 $1.03 Million
Q4 2016

Mar 06, 2019
BUY
N/A
10,059
10,059 $438,000

Others Institutions Holding SCHD

# of Institutions
1,658
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
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More about SCHD
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