Phillips Financial Management, LLC Schwab Strategic Tr Us Dividen Transaction History

Phillips Financial Management, LLC

  • $1.18 Billion
  • Q2 2024

A detailed history of Phillips Financial Management, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Phillips Financial Management, LLC holds 270 shares of SCHD stock, worth $22,750. This represents 0.0% of its overall portfolio holdings.

Number of Shares
270
Previous 270 -0.0%
Holding current value
$22,750
Previous $21,000 4.76%
% of portfolio
0.0%
Previous 0.0%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2023

May 08, 2023
BUY
$70.28 - $78.03 $4,568 - $5,071
65 Added 31.71%
270 $19,000
Q3 2022

Nov 08, 2022
BUY
$66.43 - $77.87 $13,618 - $15,963
205 New
205 $14,000

Others Institutions Holding SCHD

# of Institutions
1,659
Shares Held
273M
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
  • Industry ETFs
More about SCHD
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