Samalin Investment Counsel, LLC Schwab Strategic Tr Us Dividen Transaction History

Samalin Investment Counsel, LLC

  • $207 Million
  • Q2 2024

A detailed history of Samalin Investment Counsel, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Samalin Investment Counsel, LLC holds 3,144 shares of SCHD stock, worth $265,762. This represents 0.12% of its overall portfolio holdings.

Number of Shares
3,144
Previous 3,145 0.03%
Holding current value
$265,762
Previous $253,000 3.56%
% of portfolio
0.12%
Previous 0.12%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 13, 2024
SELL
$75.81 - $80.15 $75 - $80
-1 Reduced 0.03%
3,144 $244,000
Q1 2024

May 13, 2024
BUY
$75.25 - $80.63 $1,806 - $1,935
24 Added 0.77%
3,145 $253,000
Q4 2023

Feb 14, 2024
SELL
$66.9 - $76.32 $10,704 - $12,211
-160 Reduced 4.88%
3,121 $237,000
Q3 2023

Nov 13, 2023
BUY
$70.63 - $75.66 $36,727 - $39,343
520 Added 18.83%
3,281 $232,000
Q2 2023

Aug 03, 2023
BUY
$69.18 - $73.94 $191,005 - $204,148
2,761 New
2,761 $200,000
Q2 2022

Aug 15, 2022
SELL
$70.31 - $80.24 $13,358 - $15,245
-190 Closed
0 $0
Q1 2022

May 16, 2022
BUY
$75.14 - $81.94 $14,276 - $15,568
190 New
190 $15 Million

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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