Roman Butler Fullerton & CO Schwab Strategic Tr Us Dividen Transaction History

Roman Butler Fullerton & CO

  • $261 Million
  • Q1 2025

A detailed history of Roman Butler Fullerton & CO transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Roman Butler Fullerton & CO holds 147,536 shares of SCHD stock, worth $4 Million. This represents 1.58% of its overall portfolio holdings.

Number of Shares
147,536
Previous 128,945 14.42%
Holding current value
$4 Million
Previous $3.52 Million 17.12%
% of portfolio
1.58%
Previous 1.03%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 18, 2025
BUY
$27.01 - $28.54 $502,142 - $530,587
18,591 Added 14.42%
147,536 $4.13 Million
Q4 2024

Jan 30, 2025
BUY
$26.93 - $84.95 $150,323 - $474,190
5,582 Added 4.52%
128,945 $3.52 Million
Q3 2024

Oct 29, 2024
BUY
$77.02 - $85.06 $6.51 Million - $7.19 Million
84,533 Added 217.7%
123,363 $10.4 Million
Q2 2024

Jul 15, 2024
BUY
$75.81 - $80.15 $339,022 - $358,430
4,472 Added 13.02%
38,830 $3.02 Million
Q1 2024

Apr 29, 2024
BUY
$75.25 - $80.63 $207,690 - $222,538
2,760 Added 8.73%
34,358 $2.77 Million
Q4 2023

Jan 31, 2024
BUY
$66.9 - $76.32 $467,965 - $533,858
6,995 Added 28.43%
31,598 $2.41 Million
Q3 2023

Oct 18, 2023
BUY
$70.63 - $75.66 $116,892 - $125,217
1,655 Added 7.21%
24,603 $1.74 Million
Q2 2023

Jul 25, 2023
BUY
$69.18 - $73.94 $139,466 - $149,063
2,016 Added 9.63%
22,948 $1.67 Million
Q1 2023

Apr 27, 2023
BUY
$70.28 - $78.03 $288,007 - $319,766
4,098 Added 24.34%
20,932 $1.53 Million
Q4 2022

Jan 23, 2023
BUY
$67.16 - $79.06 $485,163 - $571,129
7,224 Added 75.17%
16,834 $0
Q3 2022

Oct 17, 2022
BUY
$66.43 - $77.87 $218,753 - $256,425
3,293 Added 52.13%
9,610 $646,000
Q2 2022

Jul 26, 2022
BUY
$70.31 - $80.24 $51,185 - $58,414
728 Added 13.03%
6,317 $454,000
Q1 2022

May 05, 2022
BUY
$75.14 - $81.94 $32,610 - $35,561
434 Added 8.42%
5,589 $441,000
Q4 2021

Jan 24, 2022
BUY
$74.93 - $80.86 $1,798 - $1,940
24 Added 0.47%
5,155 $417,000
Q3 2021

Nov 10, 2021
BUY
$74.23 - $78.13 $108,895 - $114,616
1,467 Added 40.04%
5,131 $394,000
Q2 2021

Jul 29, 2021
BUY
$73.32 - $77.65 $268,644 - $284,509
3,664 New
3,664 $277,000

Others Institutions Holding SCHD

# of Institutions
2,005
Shares Held
918M
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
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