Sharkey, Howes & Javer Schwab Strategic Tr Us Dividen Transaction History

Sharkey, Howes & Javer

$676 Million
Q4 2024

A detailed history of Sharkey, Howes & Javer transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Sharkey, Howes & Javer holds 25,240 shares of SCHD stock, worth $712,020. This represents 0.1% of its overall portfolio holdings.

Number of Shares

25,240

Previous 8,197 207.92%

Holding current value

$712,020

Previous $692,000 0.43%

% of portfolio

0.1%

Previous 0.1%

31 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 05, 2025	BUY	$26.93 - $84.95 $458,967 - $1.45 Million	17,043 Added 207.92%	25,240 $689,000
Q3 2024 Oct 21, 2024	BUY	$77.02 - $85.06 $56,455 - $62,348	733 Added 9.82%	8,197 $692,000
Q2 2024 Jul 17, 2024	SELL	$75.81 - $80.15 $278,525 - $294,471	-3,674 Reduced 32.99%	7,464 $580,000
Q1 2024 Apr 18, 2024	SELL	$75.25 - $80.63 $362,629 - $388,555	-4,819 Reduced 30.2%	11,138 $898,000
Q4 2023 Jan 19, 2024	SELL	$66.9 - $76.32 $5.66 Million - $6.46 Million	-84,623 Reduced 84.14%	15,957 $1.21 Million
Q3 2023 Oct 31, 2023	SELL	$70.63 - $75.66 $5.3 Million - $5.68 Million	-75,058 Reduced 42.73%	100,580 $7.12 Million
Q2 2023 Jul 14, 2023	SELL	$69.18 - $73.94 $10.9 Million - $11.7 Million	-158,180 Reduced 47.39%	175,638 $12.8 Million
Q1 2023 Apr 18, 2023	SELL	$70.28 - $78.03 $9.85 Million - $10.9 Million	-140,090 Reduced 29.56%	333,818 $24.4 Million
Q4 2022 Jan 30, 2023	BUY	$67.16 - $79.06 $9.88 Million - $11.6 Million	147,118 Added 45.02%	473,908 $35.8 Million
Q3 2022 Nov 02, 2022	SELL	$66.43 - $77.87 $3.9 Million - $4.57 Million	-58,653 Reduced 15.22%	326,790 $21.7 Million
Q2 2022 Jul 27, 2022	BUY	$70.31 - $80.24 $11.5 Million - $13.1 Million	163,471 Added 73.64%	385,443 $27.6 Million
Q1 2022 Apr 25, 2022	BUY	$75.14 - $81.94 $4.83 Million - $5.27 Million	64,307 Added 40.79%	221,972 $17.5 Million
Q4 2021 Feb 03, 2022	SELL	$74.93 - $80.86 $174,137 - $187,918	-2,324 Reduced 1.45%	157,665 $12.7 Million
Q3 2021 Oct 29, 2021	SELL	$74.23 - $78.13 $155,883 - $164,073	-2,100 Reduced 1.3%	159,989 $11.9 Million
Q2 2021 Jul 28, 2021	BUY	$73.32 - $77.65 $8.78 Million - $9.29 Million	119,691 Added 282.3%	162,089 $12.3 Million
Q1 2021 Apr 21, 2021	SELL	$63.23 - $73.67 $202,841 - $236,333	-3,208 Reduced 7.03%	42,398 $3.09 Million
Q4 2020 Feb 04, 2021	SELL	$54.8 - $65.16 $152,070 - $180,819	-2,775 Reduced 5.74%	45,606 $2.93 Million
Q3 2020 Oct 21, 2020	SELL	$50.37 - $58.54 $1.18 Million - $1.37 Million	-23,416 Reduced 32.61%	48,381 $2.68 Million
Q2 2020 Jul 22, 2020	SELL	$43.56 - $56.5 $4.25 Million - $5.51 Million	-97,515 Reduced 57.59%	71,797 $3.72 Million
Q1 2020 Apr 24, 2020	BUY	$39.5 - $59.28 $3.09 Million - $4.63 Million	78,116 Added 85.66%	169,312 $7.62 Million
Q4 2019 Jan 28, 2020	SELL	$52.87 - $58.15 $121,548 - $133,686	-2,299 Reduced 2.46%	91,196 $5.28 Million
Q3 2019 Nov 01, 2019	SELL	$54.39 - $55.76 $33,721 - $34,571	-620 Reduced 0.66%	93,495 $5.12 Million
Q2 2019 Jul 24, 2019	SELL	N/A	-1,700 Reduced 1.77%	94,115 $5 Million
Q1 2019 Apr 18, 2019	SELL	N/A	-126,140 Reduced 56.83%	95,815 $5.01 Million
Q4 2018 Jan 25, 2019	SELL	N/A	-3,915 Reduced 1.73%	221,955 $10.4 Million
Q3 2018 Oct 19, 2018	SELL	N/A	-3,389 Reduced 1.48%	225,870 $12 Million
Q2 2018 Jul 26, 2018	SELL	N/A	-3,851 Reduced 1.65%	229,259 $11.3 Million
Q1 2018 Apr 26, 2018	SELL	N/A	-7,689 Reduced 3.19%	233,110 $11.4 Million
Q4 2017 Feb 15, 2018	BUY	N/A	31,613 Added 15.11%	240,799 $12.3 Million
Q4 2017 Feb 14, 2018	SELL	N/A	-77,210 Reduced 26.96%	209,186 $13.3 Million
Q3 2017 Oct 11, 2017	BUY	N/A	286,396	286,396 $13.7 Million

Others Institutions Holding SCHD

# of Institutions

1,931

Shares Held

820M

Call Options Held

4.82M

Put Options Held

2.73M

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About SCHWAB STRATEGIC TR US DIVIDEN

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Sharkey, Howes & Javer Schwab Strategic Tr Us Dividen Transaction History