Pfg Investments, LLC Schwab Strategic Tr Us Dividen Transaction History

Pfg Investments, LLC

$1.61 Trillion
Q4 2024

A detailed history of Pfg Investments, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Pfg Investments, LLC holds 147,065 shares of SCHD stock, worth $4.09 Million. This represents 0.25% of its overall portfolio holdings.

Number of Shares

147,065

Previous 25,898 467.86%

Holding current value

$4.09 Million

Previous $2.19 Billion 83.54%

% of portfolio

0.25%

Previous 0.14%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 22, 2025	BUY	$26.93 - $84.95 $3.26 Million - $10.3 Million	121,167 Added 467.86%	147,065 $4.02 Billion
Q3 2024 Oct 23, 2024	BUY	$77.02 - $85.06 $56,609 - $62,519	735 Added 2.92%	25,898 $2.19 Billion
Q2 2024 Aug 06, 2024	SELL	$75.81 - $80.15 $2.27 Million - $2.4 Million	-29,992 Reduced 54.38%	25,163 $1.96 Billion
Q1 2024 Apr 22, 2024	BUY	$75.25 - $80.63 $3.53 Million - $3.79 Million	46,959 Added 572.95%	55,155 $4.45 Billion
Q4 2023 Jan 17, 2024	SELL	$66.9 - $76.32 $47,632 - $54,339	-712 Reduced 7.99%	8,196 $624 Million
Q3 2023 Nov 06, 2023	BUY	$70.63 - $75.66 $24,649 - $26,405	349 Added 4.08%	8,908 $630 Million
Q2 2023 Aug 03, 2023	BUY	$69.18 - $73.94 $55,413 - $59,225	801 Added 10.32%	8,559 $622 Million
Q1 2023 May 11, 2023	BUY	$70.28 - $78.03 $545,232 - $605,356	7,758 New	7,758 $568 Million

Others Institutions Holding SCHD

# of Institutions

1,822

Shares Held

430M

Call Options Held

1.92M

Put Options Held

1.16M

View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

Ticker SCHD
Sector ETFs
Industry ETFs

More about SCHD

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Pfg Investments, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Pfg Investments, LLC with notifications on news.

Account

Pfg Investments, LLC Schwab Strategic Tr Us Dividen Transaction History