Sandbox Financial Partners, LLC Schwab Strategic Tr Us Dividen Transaction History

Sandbox Financial Partners, LLC

$276 Million
Q3 2024

Shares

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Jan 18, 2024	SELL	$66.9 - $76.32 $37,062 - $42,281	-554 Reduced 15.95%	2,919 $222,000
Q3 2023 Oct 10, 2023	SELL	$70.63 - $75.66 $11,300 - $12,105	-160 Reduced 4.4%	3,473 $245,000
Q2 2023 Jul 14, 2023	BUY	$69.18 - $73.94 $50,155 - $53,606	725 Added 24.93%	3,633 $263,000
Q1 2023 Apr 21, 2023	SELL	$70.28 - $78.03 $16,937 - $18,805	-241 Reduced 7.65%	2,908 $212,000
Q4 2022 Jan 25, 2023	SELL	$67.16 - $79.06 $40,228 - $47,356	-599 Reduced 15.98%	3,149 $0
Q3 2022 Nov 14, 2022	SELL	$66.43 - $77.87 $45,836 - $53,730	-690 Reduced 15.55%	3,748 $249,000
Q2 2022 Aug 11, 2022	BUY	$70.31 - $80.24 $2,038 - $2,326	29 Added 0.66%	4,438 $318,000
Q1 2022 Apr 13, 2022	SELL	$75.14 - $81.94 $1,051 - $1,147	-14 Reduced 0.32%	4,409 $348,000
Q4 2021 Feb 11, 2022	SELL	$74.93 - $80.86 $76,878 - $82,962	-1,026 Reduced 18.83%	4,423 $358,000
Q3 2021 Nov 12, 2021	SELL	$74.23 - $78.13 $424,892 - $447,216	-5,724 Reduced 51.23%	5,449 $405,000
Q2 2021 Aug 16, 2021	BUY	$73.32 - $77.65 $819,204 - $867,583	11,173 New	11,173 $845,000

Others Institutions Holding SCHD

# of Institutions

1,760

Shares Held

276M

Call Options Held

1.92M

Put Options Held

1.16M

About SCHWAB STRATEGIC TR US DIVIDEN

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