Summit Global Investments Schwab Strategic Tr Us Dividen Transaction History

Summit Global Investments

  • $1.37 Billion
  • Q1 2025

A detailed history of Summit Global Investments transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Summit Global Investments holds 16,254 shares of SCHD stock, worth $448,285. This represents 0.03% of its overall portfolio holdings.

Number of Shares
16,254
Previous 388,775 95.82%
Holding current value
$448,285
Previous $10.6 Million 95.73%
% of portfolio
0.03%
Previous 0.66%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 07, 2025
SELL
$27.01 - $28.54 $10.1 Million - $10.6 Million
-372,521 Reduced 95.82%
16,254 $454,000
Q4 2024

Feb 11, 2025
BUY
$26.93 - $84.95 $7.15 Million - $22.6 Million
265,610 Added 215.65%
388,775 $10.6 Million
Q3 2024

Oct 31, 2024
BUY
$77.02 - $85.06 $1.78 Million - $1.97 Million
23,141 Added 23.14%
123,165 $10.4 Million
Q2 2024

Jul 22, 2024
SELL
$75.81 - $80.15 $231,296 - $244,537
-3,051 Reduced 2.96%
100,024 $7.78 Million
Q1 2024

Apr 29, 2024
SELL
$75.25 - $80.63 $5.07 Million - $5.44 Million
-67,425 Reduced 39.55%
103,075 $8.31 Million
Q4 2023

Feb 06, 2024
SELL
$66.9 - $76.32 $164,707 - $187,899
-2,462 Reduced 1.42%
170,500 $13 Million
Q3 2023

Oct 13, 2023
BUY
$70.63 - $75.66 $4.76 Million - $5.1 Million
67,390 Added 63.83%
172,962 $12.2 Million
Q2 2023

Jul 18, 2023
BUY
$69.18 - $73.94 $2.21 Million - $2.36 Million
31,895 Added 43.29%
105,572 $7.67 Million
Q1 2023

May 04, 2023
SELL
$70.28 - $78.03 $63,392 - $70,383
-902 Reduced 1.21%
73,677 $5.39 Million
Q4 2022

Jan 31, 2023
BUY
$67.16 - $79.06 $666,227 - $784,275
9,920 Added 15.34%
74,579 $5.63 Million
Q3 2022

Nov 14, 2022
SELL
$66.43 - $77.87 $180,888 - $212,040
-2,723 Reduced 4.04%
64,659 $4.3 Million
Q2 2022

Aug 23, 2022
BUY
$70.31 - $80.24 $447,804 - $511,048
6,369 Added 10.44%
67,382 $4.83 Million
Q1 2022

Apr 29, 2022
BUY
$75.14 - $81.94 $4.58 Million - $5 Million
61,013 New
61,013 $4.81 Million

Others Institutions Holding SCHD

# of Institutions
1,953
Shares Held
849M
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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