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

Sweet Financial Partners, LLC

$447 Million
Q3 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 279,479 shares of SCHD stock, worth $7.57 Million. This represents 5.28% of its overall portfolio holdings.

Number of Shares

279,479

Previous 288,074 2.98%

Holding current value

$7.57 Million

Previous $22.4 Million 5.46%

% of portfolio

5.28%

Previous 5.28%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 16, 2024	SELL	$77.02 - $85.06 $661,986 - $731,090	-8,595 Reduced 2.98%	279,479 $23.6 Million
Q2 2024 Jul 18, 2024	SELL	$75.81 - $80.15 $20,013 - $21,159	-264 Reduced 0.09%	288,074 $22.4 Million
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

1,760

Shares Held

276M

Call Options Held

1.92M

Put Options Held

1.16M

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About SCHWAB STRATEGIC TR US DIVIDEN

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