Summit Financial, LLC Schwab Strategic Tr Us Dividen Transaction History

Summit Financial, LLC

  • $2.83 Billion
  • Q4 2024

A detailed history of Summit Financial, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Summit Financial, LLC holds 311,603 shares of SCHD stock, worth $8.79 Million. This represents 0.3% of its overall portfolio holdings.

Number of Shares
311,603
Previous 12,143 2466.11%
Holding current value
$8.79 Million
Previous $1.03 Million 729.63%
% of portfolio
0.3%
Previous 0.04%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 12, 2025
BUY
$26.93 - $84.95 $8.06 Million - $25.4 Million
299,460 Added 2466.11%
311,603 $8.51 Million
Q3 2024

Nov 12, 2024
BUY
$77.02 - $85.06 $341,429 - $377,070
4,433 Added 57.5%
12,143 $1.03 Million
Q2 2024

Jul 31, 2024
BUY
$75.81 - $80.15 $584,495 - $617,956
7,710 New
7,710 $599,000

Others Institutions Holding SCHD

# of Institutions
1,931
Shares Held
820M
Call Options Held
4.82M
Put Options Held
2.73M
View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

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