Patrick M Sweeney & Associates, Inc Schwab Strategic Tr Us Dividen Transaction History

Patrick M Sweeney & Associates, Inc

$145 Billion
Q2 2025

A detailed history of Patrick M Sweeney & Associates, Inc transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Patrick M Sweeney & Associates, Inc holds 18,535 shares of SCHD stock, worth $508,044. This represents 0.35% of its overall portfolio holdings.

Number of Shares

18,535

Previous 15,745 17.72%

Holding current value

$508,044

Previous $440 Million 15.15%

% of portfolio

0.35%

Previous 0.33%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 13, 2025	BUY	$24.32 - $27.87 $67,852 - $77,757	2,790 Added 17.72%	18,535 $507 Million
Q1 2025 Apr 14, 2025	BUY	$27.01 - $28.54 $17,421 - $18,408	645 Added 4.27%	15,745 $440 Million
Q4 2024 Jan 22, 2025	BUY	$26.93 - $84.95 $275,359 - $868,613	10,225 Added 209.74%	15,100 $413 Million
Q3 2024 Oct 22, 2024	BUY	$77.02 - $85.06 $85,415 - $94,331	1,109 Added 29.45%	4,875 $412 Million
Q2 2024 Jul 17, 2024	BUY	$75.81 - $80.15 $56,478 - $59,711	745 Added 24.66%	3,766 $283 Million
Q1 2024 Apr 25, 2024	BUY	$75.25 - $80.63 $6,396 - $6,853	85 Added 2.9%	3,021 $244 Million
Q4 2023 Feb 06, 2024	BUY	$66.9 - $76.32 $196,418 - $224,075	2,936 New	2,936 $224 Million

Others Institutions Holding SCHD

# of Institutions

2,013

Shares Held

891M

Call Options Held

4.51M

Put Options Held

2.75M

View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

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Patrick M Sweeney & Associates, Inc Schwab Strategic Tr Us Dividen Transaction History