Proficio Capital Partners LLC Schwab Strategic Tr Us Dividen Transaction History

Proficio Capital Partners LLC

  • $892 Million
  • Q1 2024

A detailed history of Proficio Capital Partners LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Proficio Capital Partners LLC holds 4,000 shares of SCHD stock, worth $309,800. This represents 0.04% of its overall portfolio holdings.

Number of Shares
4,000
Previous 4,696 14.82%
Holding current value
$309,800
Previous $357,000 9.8%
% of portfolio
0.04%
Previous 0.04%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 02, 2024
SELL
$75.25 - $80.63 $52,374 - $56,118
-696 Reduced 14.82%
4,000 $322,000
Q3 2023

Oct 18, 2023
BUY
$70.63 - $75.66 $331,678 - $355,299
4,696 New
4,696 $332,000
Q3 2019

Nov 13, 2019
SELL
N/A
-1,500 Closed
0 $0
Q1 2018

May 14, 2018
SELL
N/A
-295 Reduced 16.43%
1,500 $74,000
Q4 2017

Feb 09, 2018
SELL
N/A
-3,417 Reduced 65.56%
1,795 $92,000
Q3 2017

Nov 14, 2017
BUY
N/A
5,212
5,212 $244,000

Others Institutions Holding SCHD

# of Institutions
1,641
Shares Held
271M
Call Options Held
1.95M
Put Options Held
715K
View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

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More about SCHD
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