Schmidt P J Investment Management Inc Schwab Strategic Tr Us Dividen Transaction History

Schmidt P J Investment Management Inc

  • $533 Million
  • Q1 2025

A detailed history of Schmidt P J Investment Management Inc transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Schmidt P J Investment Management Inc holds 28,215 shares of SCHD stock, worth $738,386. This represents 0.15% of its overall portfolio holdings.

Number of Shares
28,215
Previous 32,053 11.97%
Holding current value
$738,386
Previous $875,000 9.94%
% of portfolio
0.15%
Previous 0.16%

Shares

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

May 21, 2025
SELL
$27.01 - $28.54 $103,664 - $109,536
-3,838 Reduced 11.97%
28,215 $788,000
Q4 2024

Jan 27, 2025
BUY
$26.93 - $84.95 $541,131 - $1.71 Million
20,094 Added 168.02%
32,053 $875,000
Q3 2024

Oct 23, 2024
BUY
$77.02 - $85.06 $4,621 - $5,103
60 Added 0.5%
11,959 $1.01 Million
Q2 2024

Jul 29, 2024
BUY
$75.81 - $80.15 $39,572 - $41,838
522 Added 4.59%
11,899 $925,000
Q1 2024

Apr 26, 2024
BUY
$75.25 - $80.63 $72,616 - $77,807
965 Added 9.27%
11,377 $917,000
Q4 2023

Jan 29, 2024
BUY
$66.9 - $76.32 $244,720 - $279,178
3,658 Added 54.16%
10,412 $792,000
Q3 2023

Oct 20, 2023
SELL
$70.63 - $75.66 $49,582 - $53,113
-702 Reduced 9.42%
6,754 $477,000
Q2 2023

Jul 26, 2023
BUY
$69.18 - $73.94 $185,748 - $198,528
2,685 Added 56.28%
7,456 $541,000
Q1 2023

Apr 28, 2023
BUY
$70.28 - $78.03 $88,693 - $98,473
1,262 Added 35.96%
4,771 $349,000
Q4 2022

Feb 01, 2023
BUY
$67.16 - $79.06 $235,664 - $277,421
3,509 New
3,509 $265,000

Others Institutions Holding SCHD

# of Institutions
1,999
Shares Held
888M
Call Options Held
4.89M
Put Options Held
2.23M
View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

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