Strategic Financial Concepts, LLC Schwab Strategic Tr Us Dividen Transaction History

Strategic Financial Concepts, LLC

  • $415 Billion
  • Q1 2024

A detailed history of Strategic Financial Concepts, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Strategic Financial Concepts, LLC holds 58,109 shares of SCHD stock, worth $4.48 Million. This represents 1.13% of its overall portfolio holdings.

Number of Shares
58,109
Previous 21,120 175.14%
Holding current value
$4.48 Million
Previous $1.61 Billion 191.4%
% of portfolio
1.13%
Previous 0.95%

Shares

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

Apr 22, 2024
BUY
$75.25 - $80.63 $2.78 Million - $2.98 Million
36,989 Added 175.14%
58,109 $4.69 Billion
Q4 2023

Jan 18, 2024
SELL
$66.9 - $76.32 $2.25 Million - $2.56 Million
-33,581 Reduced 61.39%
21,120 $1.61 Billion
Q3 2023

Nov 07, 2023
BUY
$70.63 - $75.66 $196,704 - $210,713
2,785 Added 5.36%
54,701 $3.87 Billion
Q2 2023

Sep 06, 2023
BUY
$69.18 - $73.94 $31,200 - $33,346
451 Added 0.88%
51,916 $3.77 Billion
Q1 2023

Sep 06, 2023
BUY
$70.28 - $78.03 $3.62 Million - $4.02 Million
51,465 New
51,465 $3.77 Billion

Others Institutions Holding SCHD

# of Institutions
1,645
Shares Held
271M
Call Options Held
1.95M
Put Options Held
715K
View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

SCHD Quotes by TradingView
  • Ticker SCHD
  • Sector ETFs
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More about SCHD
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