A detailed history of Security National Bank Of Sioux City Iowa transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Security National Bank Of Sioux City Iowa holds 3,335 shares of SCHD stock, worth $270,501. This represents 0.2% of its overall portfolio holdings.

Number of Shares
3,335
Previous 3,295 1.21%
Holding current value
$270,501
Previous $250,000 7.2%
% of portfolio
0.2%
Previous 0.2%

Shares

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

May 13, 2024

BUY
$75.25 - $80.63 $3,010 - $3,225
40 Added 1.21%
3,335 $268,000
Q3 2023

Nov 13, 2023

BUY
$70.63 - $75.66 $353 - $378
5 Added 0.15%
3,295 $233,000
Q2 2023

Nov 13, 2023

SELL
$69.18 - $73.94 $33,206 - $35,491
-480 Reduced 12.73%
3,290 $238,000
Q4 2022

Feb 16, 2023

SELL
$73.08 - $79.06 $10,962 - $11,859
-150 Reduced 3.83%
3,770 $285,000
Q1 2022

May 02, 2022

BUY
N/A
475 Added 13.79%
3,920 $309,000
Q4 2021

Feb 16, 2022

BUY
N/A
60 Added 1.77%
3,445 $278,000
Q3 2021

Nov 16, 2021

SELL
N/A
-786 Reduced 18.84%
3,385 $251,000
Q2 2021

Aug 16, 2021

BUY
N/A
1,401 Added 50.58%
4,171 $315,000
Q1 2021

May 12, 2021

BUY
N/A
2,770 New
2,770 $202,000

Others Institutions Holding SCHD

About SCHWAB STRATEGIC TR US DIVIDEN


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