Solitude Financial Services Schwab Strategic Tr Us Dividen Transaction History

Solitude Financial Services

  • $234 Million
  • Q3 2024

A detailed history of Solitude Financial Services transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Solitude Financial Services holds 3,095 shares of SCHD stock, worth $90,838. This represents 0.11% of its overall portfolio holdings.

Number of Shares
3,095
Previous 3,335 7.2%
Holding current value
$90,838
Previous $259,000 0.77%
% of portfolio
0.11%
Previous 0.12%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 30, 2024
SELL
$77.02 - $85.06 $18,484 - $20,414
-240 Reduced 7.2%
3,095 $261,000
Q2 2024

Jul 19, 2024
SELL
$75.81 - $80.15 $413,922 - $437,619
-5,460 Reduced 62.08%
3,335 $259,000
Q1 2024

Apr 22, 2024
SELL
$75.25 - $80.63 $149,747 - $160,453
-1,990 Reduced 18.45%
8,795 $709,000
Q4 2023

Feb 09, 2024
SELL
$66.9 - $76.32 $89,646 - $102,268
-1,340 Reduced 11.05%
10,785 $821,000
Q3 2023

Oct 24, 2023
SELL
$70.63 - $75.66 $55,091 - $59,014
-780 Reduced 6.04%
12,125 $857,000
Q2 2023

Jul 06, 2023
BUY
$69.18 - $73.94 $96,021 - $102,628
1,388 Added 12.05%
12,905 $937,000
Q1 2023

Apr 25, 2023
BUY
$70.28 - $78.03 $227,144 - $252,192
3,232 Added 39.01%
11,517 $842,000
Q4 2022

Jan 12, 2023
BUY
$67.16 - $79.06 $1,007 - $1,185
15 Added 0.18%
8,285 $0
Q3 2022

Oct 13, 2022
BUY
$66.43 - $77.87 $213,904 - $250,741
3,220 Added 63.76%
8,270 $549,000
Q2 2022

Jul 11, 2022
BUY
$70.31 - $80.24 $355,065 - $405,212
5,050 New
5,050 $362,000

Others Institutions Holding SCHD

# of Institutions
1,753
Shares Held
275M
Call Options Held
1.92M
Put Options Held
1.16M
View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

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More about SCHD
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