A detailed history of Spotlight Asset Group, Inc. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Spotlight Asset Group, Inc. holds 700 shares of SCHD stock, worth $59,171. This represents 0.04% of its overall portfolio holdings.

Number of Shares
700
Previous 700 -0.0%
Holding current value
$59,171
Previous $56,000 3.57%
% of portfolio
0.04%
Previous 0.04%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Aug 09, 2023

BUY
$69.18 - $73.94 $48,426 - $51,758
700 New
700 $50,000
Q4 2020

Feb 08, 2021

SELL
$54.8 - $65.16 $278,603 - $331,273
-5,084 Closed
0 $0
Q3 2020

Oct 30, 2020

BUY
$50.37 - $58.54 $256,081 - $297,617
5,084 New
5,084 $281,000

Others Institutions Holding SCHD

About SCHWAB STRATEGIC TR US DIVIDEN


  • Ticker SCHD
  • Sector ETFs
  • Industry ETFs
More about SCHD
Track This Portfolio

Track Spotlight Asset Group, Inc. Portfolio

Follow Spotlight Asset Group, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Spotlight Asset Group, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Spotlight Asset Group, Inc. with notifications on news.