A detailed history of Penney Financial, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Penney Financial, LLC holds 278,722 shares of SCHD stock, worth $7.81 Million. This represents 5.11% of its overall portfolio holdings.

Number of Shares
278,722
Previous 90,176 209.09%
Holding current value
$7.81 Million
Previous $7.62 Billion 0.1%
% of portfolio
5.11%
Previous 5.2%

Shares

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

Jan 23, 2025

BUY
$26.93 - $84.95 $5.08 Million - $16 Million
188,546 Added 209.09%
278,722 $7.61 Billion
Q3 2024

Dec 31, 2024

BUY
$77.02 - $85.06 $474,058 - $523,544
6,155 Added 7.33%
90,176 $7.62 Billion
Q2 2024

Dec 31, 2024

BUY
$75.81 - $80.15 $393,226 - $415,738
5,187 Added 6.58%
84,021 $6.53 Billion
Q1 2024

Dec 31, 2024

BUY
$75.25 - $80.63 $424,786 - $455,156
5,645 Added 7.71%
78,834 $6.36 Billion
Q4 2023

Dec 26, 2024

BUY
$66.9 - $76.32 $4.9 Million - $5.59 Million
73,189 New
73,189 $5.57 Billion

Others Institutions Holding SCHD

About SCHWAB STRATEGIC TR US DIVIDEN


  • Ticker SCHD
  • Sector ETFs
  • Industry ETFs
More about SCHD
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