Sweet Financial Partners, LLC Schwab Strategic Tr Us Dividen Transaction History

Sweet Financial Partners, LLC

  • $420 Million
  • Q1 2024

A detailed history of Sweet Financial Partners, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Sweet Financial Partners, LLC holds 288,338 shares of SCHD stock, worth $22.4 Million. This represents 5.54% of its overall portfolio holdings.

Number of Shares
288,338
Previous 267,462 7.81%
Holding current value
$22.4 Million
Previous $20.4 Million 14.18%
% of portfolio
5.54%
Previous 4.88%

Shares

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

Apr 23, 2024
BUY
$75.25 - $80.63 $1.57 Million - $1.68 Million
20,876 Added 7.81%
288,338 $23.2 Million
Q4 2023

Jan 12, 2024
SELL
$66.9 - $76.32 $1.64 Million - $1.87 Million
-24,472 Reduced 8.38%
267,462 $20.4 Million
Q3 2023

Oct 23, 2023
BUY
$70.63 - $75.66 $2,683 - $2,875
38 Added 0.01%
291,934 $20.7 Million
Q2 2023

Jul 24, 2023
BUY
$69.18 - $73.94 $2.89 Million - $3.09 Million
41,729 Added 16.68%
291,896 $21.2 Million
Q1 2023

Apr 14, 2023
BUY
$70.28 - $78.03 $17.6 Million - $19.5 Million
250,167 New
250,167 $18.3 Million

Others Institutions Holding SCHD

# of Institutions
1,639
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
  • Industry ETFs
More about SCHD
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