Sym Financial Corp Schwab Strategic Tr Us Dividen Transaction History

Sym Financial Corp

  • $626 Million
  • Q2 2024

A detailed history of Sym Financial Corp transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Sym Financial Corp holds 20,227 shares of SCHD stock, worth $1.71 Million. This represents 0.25% of its overall portfolio holdings.

Number of Shares
20,227
Previous 44,942 54.99%
Holding current value
$1.71 Million
Previous $3.62 Million 56.61%
% of portfolio
0.25%
Previous 0.6%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 08, 2024
SELL
$75.81 - $80.15 $1.87 Million - $1.98 Million
-24,715 Reduced 54.99%
20,227 $1.57 Million
Q1 2024

May 06, 2024
SELL
$75.25 - $80.63 $5.52 Million - $5.91 Million
-73,295 Reduced 61.99%
44,942 $3.62 Million
Q4 2023

Feb 06, 2024
SELL
$66.9 - $76.32 $271,145 - $309,324
-4,053 Reduced 3.31%
118,237 $9 Million
Q3 2023

Oct 27, 2023
BUY
$70.63 - $75.66 $8.51 Million - $9.12 Million
120,483 Added 6667.57%
122,290 $8.65 Million
Q2 2023

Aug 02, 2023
SELL
$69.18 - $73.94 $415 - $443
-6 Reduced 0.33%
1,807 $131,000
Q1 2023

May 02, 2023
BUY
$70.28 - $78.03 $421 - $468
6 Added 0.33%
1,813 $132,000
Q4 2022

Jan 19, 2023
SELL
$67.16 - $79.06 $3,559 - $4,190
-53 Reduced 2.85%
1,807 $0
Q2 2022

Jul 19, 2022
SELL
$70.31 - $80.24 $60,536 - $69,086
-861 Reduced 31.64%
1,860 $133,000
Q4 2021

Feb 03, 2022
BUY
$74.93 - $80.86 $7,567 - $8,166
101 Added 3.85%
2,721 $220,000
Q4 2020

Jan 26, 2021
BUY
$54.8 - $65.16 $143,576 - $170,719
2,620 New
2,620 $168,000
Q1 2018

May 15, 2018
SELL
N/A
-1,674 Closed
0 $0
Q4 2017

Feb 14, 2018
BUY
N/A
1,674
1,674 $86,000

Others Institutions Holding SCHD

# of Institutions
1,659
Shares Held
273M
Call Options Held
1.52M
Put Options Held
741K
View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

SCHD Quotes by TradingView
  • Ticker SCHD
  • Sector ETFs
  • Industry ETFs
More about SCHD
Track This Portfolio

Track Sym Financial Corp Portfolio

Follow Sym Financial Corp and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Sym Financial Corp, based on Form 13F filings with the SEC.

News

Stay updated on Sym Financial Corp with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email