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

Patrick M Sweeney & Associates, Inc

  • $134 Billion
  • Q1 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 15,745 shares of SCHD stock, worth $430,153. This represents 0.33% of its overall portfolio holdings.

Number of Shares
15,745
Previous 15,100 4.27%
Holding current value
$430,153
Previous $413 Million 6.71%
% of portfolio
0.33%
Previous 0.31%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
2,005
Shares Held
919M
Call Options Held
4.89M
Put Options Held
2.23M
View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

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