Schaeffer Financial LLC Schwab Strategic Tr Us Dividen Transaction History

Schaeffer Financial LLC

  • $94.3 Million
  • Q1 2024

A detailed history of Schaeffer Financial LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Schaeffer Financial LLC holds 217,084 shares of SCHD stock, worth $16.7 Million. This represents 18.56% of its overall portfolio holdings.

Number of Shares
217,084
Previous 216,344 0.34%
Holding current value
$16.7 Million
Previous $16.5 Million 6.27%
% of portfolio
18.56%
Previous 17.45%

Shares

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

May 01, 2024
BUY
$75.25 - $80.63 $55,685 - $59,666
740 Added 0.34%
217,084 $17.5 Million
Q4 2023

Feb 09, 2024
BUY
$66.9 - $76.32 $4.88 Million - $5.57 Million
72,945 Added 50.87%
216,344 $16.5 Million
Q3 2022

Nov 03, 2022
BUY
N/A
8,307 Added 6.15%
143,399 $9.53 Million
Q2 2022

Aug 03, 2022
SELL
N/A
-154 Reduced 0.11%
135,092 $9.68 Million
Q1 2022

May 12, 2022
BUY
N/A
29,790 Added 28.25%
135,246 $10.7 Million
Q4 2021

Feb 07, 2022
BUY
N/A
105,456 New
105,456 $8.52 Million

Others Institutions Holding SCHD

# of Institutions
1,644
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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