Stephens Consulting, LLC Schwab Strategic Tr Us Dividen Transaction History

Stephens Consulting, LLC

$400 Billion
Q4 2024

A detailed history of Stephens Consulting, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Stephens Consulting, LLC holds 13,323 shares of SCHD stock, worth $379,172. This represents 0.09% of its overall portfolio holdings.

Number of Shares

13,323

Previous 8,128 63.91%

Holding current value

$379,172

Previous $687 Million 47.02%

% of portfolio

0.09%

Previous 0.18%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 24, 2025	BUY	$26.93 - $84.95 $139,901 - $441,315	5,195 Added 63.91%	13,323 $364 Million
Q3 2024 Oct 18, 2024	SELL	$77.02 - $85.06 $61,693 - $68,133	-801 Reduced 8.97%	8,128 $687 Million
Q2 2024 Jul 29, 2024	SELL	$75.81 - $80.15 $98,477 - $104,114	-1,299 Reduced 12.7%	8,929 $694 Million
Q1 2024 Apr 17, 2024	SELL	$75.25 - $80.63 $13,244 - $14,190	-176 Reduced 1.69%	10,228 $825 Million
Q4 2023 Feb 01, 2024	SELL	$66.9 - $76.32 $30,840 - $35,183	-461 Reduced 4.24%	10,404 $792 Million
Q3 2023 Oct 25, 2023	SELL	$70.63 - $75.66 $225,168 - $241,204	-3,188 Reduced 22.69%	10,865 $769 Million
Q2 2023 Jul 20, 2023	SELL	$69.18 - $73.94 $381,527 - $407,779	-5,515 Reduced 28.18%	14,053 $1.02 Billion
Q1 2023 Apr 19, 2023	BUY	$70.28 - $78.03 $1.38 Million - $1.53 Million	19,568 New	19,568 $1.43 Billion

Others Institutions Holding SCHD

# of Institutions

1,944

Shares Held

825M

Call Options Held

4.82M

Put Options Held

2.73M

View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

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Stephens Consulting, LLC Schwab Strategic Tr Us Dividen Transaction History