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

Patrick M Sweeney & Associates, Inc

  • $136 Billion
  • Q3 2024

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 4,875 shares of SCHD stock, worth $137,036. This represents 0.3% of its overall portfolio holdings.

Number of Shares
4,875
Previous 3,766 29.45%
Holding current value
$137,036
Previous $283 Million 45.75%
% of portfolio
0.3%
Previous 0.23%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,705
Shares Held
278M
Call Options Held
1.52M
Put Options Held
741K
View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

SCHD Quotes by TradingView
  • Ticker SCHD
  • Sector ETFs
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More about SCHD
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