Papp L Roy & Associates Schwab Strategic Tr Us Dividen Transaction History

Papp L Roy & Associates

  • $810 Million
  • Q4 2024

A detailed history of Papp L Roy & Associates transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Papp L Roy & Associates holds 16,086 shares of SCHD stock, worth $457,807. This represents 0.05% of its overall portfolio holdings.

Number of Shares
16,086
Previous 5,471 194.02%
Holding current value
$457,807
Previous $462,000 4.98%
% of portfolio
0.05%
Previous 0.06%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 29, 2025
BUY
$26.93 - $84.95 $285,861 - $901,744
10,615 Added 194.02%
16,086 $439,000
Q3 2024

Oct 24, 2024
BUY
$77.02 - $85.06 $153,346 - $169,354
1,991 Added 57.21%
5,471 $462,000
Q2 2024

Jul 24, 2024
SELL
$75.81 - $80.15 $18,573 - $19,636
-245 Reduced 6.58%
3,480 $270,000
Q3 2021

Nov 09, 2021
SELL
$74.23 - $78.13 $29,692 - $31,252
-400 Reduced 9.7%
3,725 $277,000
Q1 2021

May 06, 2021
SELL
$63.23 - $73.67 $171,732 - $200,087
-2,716 Reduced 39.7%
4,125 $301,000
Q4 2020

Feb 10, 2021
SELL
$54.8 - $65.16 $16,988 - $20,199
-310 Reduced 4.34%
6,841 $439,000
Q3 2020

Nov 13, 2020
SELL
$50.37 - $58.54 $49,362 - $57,369
-980 Reduced 12.05%
7,151 $395,000
Q4 2019

Feb 14, 2020
BUY
$52.87 - $58.15 $38,330 - $42,158
725 Added 9.79%
8,131 $471,000
Q2 2019

Aug 14, 2019
BUY
N/A
1,980 Added 36.49%
7,406 $393,000
Q4 2018

Feb 13, 2019
BUY
N/A
150 Added 2.84%
5,426 $255,000
Q3 2018

Nov 13, 2018
BUY
N/A
530 Added 11.17%
5,276 $280,000
Q2 2018

Aug 09, 2018
SELL
N/A
-20,516 Reduced 81.21%
4,746 $234,000
Q1 2018

May 15, 2018
SELL
N/A
-576 Reduced 2.23%
25,262 $1.24 Million
Q4 2017

Feb 06, 2018
BUY
N/A
25,838
25,838 $1.32 Million

Others Institutions Holding SCHD

# of Institutions
1,945
Shares Held
825M
Call Options Held
4.82M
Put Options Held
2.73M
View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

SCHD Quotes by TradingView
  • Ticker SCHD
  • Sector ETFs
  • Industry ETFs
More about SCHD
Track This Portfolio

Track Papp L Roy & Associates Portfolio

Follow Papp L Roy & Associates and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Papp L Roy & Associates, based on Form 13F filings with the SEC.

News

Stay updated on Papp L Roy & Associates with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email