Strategic Financial Partners, Ltd. Schwab Strategic Tr Us Dividen Transaction History

Strategic Financial Partners, Ltd.

$195 Million
Q3 2024

A detailed history of Strategic Financial Partners, Ltd. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Strategic Financial Partners, Ltd. holds 3,268 shares of SCHD stock, worth $95,915. This represents 0.14% of its overall portfolio holdings.

Number of Shares

3,268

Previous 3,205 1.97%

Holding current value

$95,915

Previous $249,000 10.84%

% of portfolio

0.14%

Previous 0.14%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 28, 2024	BUY	$77.02 - $85.06 $4,852 - $5,358	63 Added 1.97%	3,268 $276,000
Q1 2024 Jul 10, 2024	BUY	$75.25 - $80.63 $1,806 - $1,935	24 Added 0.75%	3,205 $258,000
Q4 2023 Jul 10, 2024	BUY	$66.9 - $76.32 $2,207 - $2,518	33 Added 1.05%	3,181 $242,000
Q3 2023 Jul 10, 2024	BUY	$70.63 - $75.66 $1,977 - $2,118	28 Added 0.9%	3,148 $222,000
Q2 2023 Jul 10, 2024	BUY	$69.18 - $73.94 $2,006 - $2,144	29 Added 0.94%	3,120 $226,000
Q1 2023 Jul 10, 2024	BUY	$70.28 - $78.03 $1,827 - $2,028	26 Added 0.85%	3,091 $226,000
Q4 2022 Jul 10, 2024	BUY	$67.16 - $79.06 $1,880 - $2,213	28 Added 0.92%	3,065 $232,000
Q3 2022 Jul 10, 2024	BUY	$66.43 - $77.87 $1,860 - $2,180	28 Added 0.93%	3,037 $202,000
Q2 2022 Jul 10, 2024	BUY	$70.31 - $80.24 $2,038 - $2,326	29 Added 0.97%	3,009 $216,000
Q1 2022 Jul 10, 2024	BUY	$75.14 - $81.94 $1,427 - $1,556	19 Added 0.64%	2,980 $235,000
Q4 2021 Jul 09, 2024	BUY	$74.93 - $80.86 $1,723 - $1,859	23 Added 0.78%	2,961 $239,000
Q3 2021 Jul 09, 2024	BUY	$74.23 - $78.13 $1,707 - $1,796	23 Added 0.79%	2,938 $218,000
Q2 2021 Jul 09, 2024	BUY	$73.32 - $77.65 $1,539 - $1,630	21 Added 0.73%	2,915 $220,000
Q1 2021 Jul 09, 2024	BUY	$63.23 - $73.67 $182,987 - $213,200	2,894 New	2,894 $211,000

Others Institutions Holding SCHD

# of Institutions

1,753

Shares Held

275M

Call Options Held

1.92M

Put Options Held

1.16M

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About SCHWAB STRATEGIC TR US DIVIDEN

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Strategic Financial Partners, Ltd. Schwab Strategic Tr Us Dividen Transaction History