Sigma Investment Counselors Inc Schwab Strategic Tr Us Dividen Transaction History

Sigma Investment Counselors Inc

  • $1.61 Billion
  • Q1 2025

A detailed history of Sigma Investment Counselors Inc transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Sigma Investment Counselors Inc holds 20,595 shares of SCHD stock, worth $549,886. This represents 0.04% of its overall portfolio holdings.

Number of Shares
20,595
Previous 22,636 9.02%
Holding current value
$549,886
Previous $618,000 6.96%
% of portfolio
0.04%
Previous 0.04%

Shares

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

Apr 29, 2025
SELL
$27.01 - $28.54 $55,127 - $58,250
-2,041 Reduced 9.02%
20,595 $575,000
Q4 2024

Feb 03, 2025
BUY
$26.93 - $84.95 $405,000 - $1.28 Million
15,039 Added 197.96%
22,636 $618,000
Q3 2024

Oct 23, 2024
SELL
$77.02 - $85.06 $3,388 - $3,742
-44 Reduced 0.58%
7,597 $642,000
Q2 2024

Jul 25, 2024
SELL
$75.81 - $80.15 $1,364 - $1,442
-18 Reduced 0.24%
7,641 $594,000
Q1 2024

Apr 25, 2024
BUY
$75.25 - $80.63 $34,013 - $36,444
452 Added 6.27%
7,659 $617,000
Q4 2023

Jan 22, 2024
BUY
$66.9 - $76.32 $133 - $152
2 Added 0.03%
7,207 $548,000
Q3 2023

Oct 23, 2023
BUY
$70.63 - $75.66 $15,821 - $16,947
224 Added 3.21%
7,205 $509,000
Q2 2023

Jul 21, 2023
SELL
$69.18 - $73.94 $26,495 - $28,319
-383 Reduced 5.2%
6,981 $506,000
Q1 2023

Apr 28, 2023
BUY
$70.28 - $78.03 $4,216 - $4,681
60 Added 0.82%
7,364 $538,000
Q4 2022

Jan 27, 2023
BUY
$67.16 - $79.06 $402 - $474
6 Added 0.08%
7,304 $0
Q3 2022

Oct 24, 2022
SELL
$66.43 - $77.87 $1,727 - $2,024
-26 Reduced 0.35%
7,298 $485,000
Q2 2022

Jul 15, 2022
BUY
$70.31 - $80.24 $1,828 - $2,086
26 Added 0.36%
7,324 $525,000
Q1 2022

Apr 20, 2022
SELL
$75.14 - $81.94 $22,016 - $24,008
-293 Reduced 3.86%
7,298 $576,000
Q4 2021

Feb 08, 2022
SELL
$74.93 - $80.86 $1,273 - $1,374
-17 Reduced 0.22%
7,591 $614,000
Q3 2021

Nov 05, 2021
SELL
$74.23 - $78.13 $65,916 - $69,379
-888 Reduced 10.45%
7,608 $565,000
Q2 2021

Aug 04, 2021
BUY
$73.32 - $77.65 $30,354 - $32,147
414 Added 5.12%
8,496 $642,000
Q1 2021

Apr 30, 2021
SELL
$63.23 - $73.67 $6,955 - $8,103
-110 Reduced 1.34%
8,082 $589,000
Q4 2020

Feb 04, 2021
BUY
$54.8 - $65.16 $448,921 - $533,790
8,192 New
8,192 $525,000
Q1 2018

Apr 30, 2018
SELL
N/A
-4,237 Closed
0 $0
Q4 2017

Feb 08, 2018
BUY
N/A
4,237
4,237 $217,000

Others Institutions Holding SCHD

# of Institutions
2,000
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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