A detailed history of Sjs Investment Consulting Inc. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Sjs Investment Consulting Inc. holds 1,858 shares of SCHD stock, worth $143,103. This represents 0.03% of its overall portfolio holdings.

Number of Shares
1,858
Previous 5,049 63.2%
Holding current value
$143,103
Previous $384,000 61.2%
% of portfolio
0.03%
Previous 0.09%

Shares

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

Apr 18, 2024

SELL
$75.25 - $80.63 $240,122 - $257,290
-3,191 Reduced 63.2%
1,858 $149,000
Q4 2023

Jan 16, 2024

BUY
$66.9 - $76.32 $146,377 - $166,988
2,188 Added 76.48%
5,049 $384,000
Q3 2023

Oct 17, 2023

BUY
$70.63 - $75.66 $7,274 - $7,792
103 Added 3.73%
2,861 $202,000
Q2 2023

Jul 13, 2023

SELL
$69.18 - $73.94 $15,565 - $16,636
-225 Reduced 7.54%
2,758 $200,000
Q1 2023

Apr 20, 2023

BUY
$70.28 - $78.03 $144,074 - $159,961
2,050 Added 219.72%
2,983 $218,000
Q3 2022

Oct 13, 2022

SELL
N/A
-27 Reduced 2.81%
933 $62,000
Q4 2021

Feb 11, 2022

BUY
N/A
960 New
960 $78,000

Others Institutions Holding SCHD

About SCHWAB STRATEGIC TR US DIVIDEN


  • Ticker SCHD
  • Sector ETFs
  • Industry ETFs
More about SCHD
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